Converting to UltraTax CS - Which conversion do I use?

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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.

When you convert your client data to UltraTax CS, you have three options to consider. For an overview of the UltraTax CS conversion process, including information about how to schedule a conversion, visit our UltraTax CS conversion page.

The following decision tree will help you decide which option is best for your firm.

Start
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Is next year's version of
UltraTax CS available?
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Use current year conversion and proforma data to next year.
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Is the current year
conversion available?
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Use the prior year conversion to convert a few prior year clients. Proforma converted clients to the current year of UltraTax CS.
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Is the current date
after 10/15?
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Use current year conversion and restore a handful of clients to process in the current year version of UltraTax CS.
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Yes
Yes
No
No
Yes
Yes
No
No
No
No
Yes
Yes

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