Proforma organizer data, documents, data entry displays, and print collations

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

The first step in preparing organizer packages using Client Organizer is to proforma the following items from the prior-year version of UltraTax/1040.

To schedule client appointments via the client status system for use with Client Organizer processing, UltraTax CS has a two-way transfer of appointment information entered in Screen Contact (both tax and organizer data entry) with the status system. Once you set the "Appointment Event" in the Office Configuration > Status tab, next year's appointment information entered in the prior-year version of UltraTax/1040 will automatically populate the client status system during the proforma process.

Notes

  • Email addresses proforma from the prior-year's application. The email addresses can be viewed in the Client Communications dialog. To open this dialog, choose Setup > Client Communications.
  • You must enter email addresses for those clients whose email addresses did not proforma from the prior year.

Related topics

Was this article helpful?

Thank you for the feedback!