Downloading and proforma'ing converted data

If you restored client data into 2017 UltraTax CS from the converted data, do not proforma the same client data from the converted data. Instead, proforma client data that you restored from the converted data directly from 2017 to 2018 UltraTax CS.

Download and unzip the converted data file and conversion documents

If you are on SaaS or Virtual Office CS, your converted data is uploaded directly to the SaaS or Virtual Office CS environment. To access conversion logs and documentation, download the ZIP file, and proceed to proforma the converted data into UltraTax CS.

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  1. Access the Secure Data Exchange under the Private Communication Portal available at http://cs.thomsonreuters.com/myaccount/pcc.
  2. Save the *.ZIP file from the Secure Data Exchange to a location on your hard drive or on your network drive.
  3. In Windows Explorer, browse to the location where you saved the ZIP file, right-click the ZIP file, and select Extract All to unzip the data.

The instructions for using your converted data are in the Instruct.PDF file. This file is in the converted data folder.

Proforma client data into 2018 UltraTax CS

If you are on SaaS or Virtual Office CS and elected to have your converted data uploaded directly to the SaaS or Virtual Office CS environment, you will receive a separate email with the location of your converted data. The data will be posted to a folder named with the Conversion ID under Y:\ConvertedData\. For step 4 below, when you browse the list of drives in the SaaS or Virtual Office CS environment, note that the Y drive is displayed as "wincsi" and is the last file in the list.

Note: When you proforma converted data into 2018 UltraTax CS, the client ID should not match any other client ID that already exists in UltraTax CS or Fixed Assets CS. If the client ID matches another client ID, you need to rename the client ID before you proforma the converted data. If you do not rename the client ID before you proforma converted data and the client ID for the converted client matches an existing client ID, the following will occur for each application.

  • UltraTax CS: The application will prompt you to overwrite the existing data with the converted data or by-pass the proforma.
  • Fixed Assets CS: If you also use this application, the UltraTax CS data will not overwrite the client data in Fixed Assets CS, and the application will not prompt you to overwrite the client’s data or by-pass the proforma. The converted depreciation data will not be proforma’d to your depreciation location; instead, the existing data will remain in the depreciation location.

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Loading converted data into firm hosted UltraTax CS

Loading converted data into Virtual Office or SaaS hosted UltraTax CS

  1. In 2018 UltraTax CS, choose Utilities > Proforma. If the Prior Year clients Not Found dialog opens, click Cancel.
  2. Click the Backup option.
  3. Click Change Backup Location.
  4. Browse to the location of your converted data file, and click OK.
  5. Select the client data that you want to proforma.
  6. Click Proforma.
  7. When the proforma is complete, click Done.

Once data is proforma'd, use the Conversion Checklists to review it.