Converting to UltraTax CS - Which conversion do I use?

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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