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.
- Use the current year conversion to proforma your data to next year's version of UltraTax CS (recommended)
- Use the prior year conversion to proforma your data to the current year version of UltraTax CS
- Use the current year conversion to restore your data to the current year version of UltraTax CS
The following decision tree will help you decide which option is best for your firm.
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