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 following error message may be displayed after you proforma a client's return from the prior-year version of UltraTax CS

Try the following tips to resolve the issue of Fixed asset data unavailable for proforma. Follow the tips in the order listed; if you have already attempted a fix, move to the next suggested fix.

1. Verify that the client's return is closed in the prior-year version of UltraTax CS. For example, when you proforma a return to 2014 UltraTax CS, make sure that same return is closed in the 2013 application.
2. Verify that there is not a lock on the client return. To delete a client lock in Windows Explorer, refer to UltraTax CS: Manually deleting client, user, fixed asset and proforma file locks. Before proceeding, verify that the client's return is not open in UltraTax CS or Fixed Assets CS.
3. If your firm does not use the Fixed Assets CS application and / or the client you are trying to proforma does not have any assets, navigate to your X:\wincsi\deprdata (x=drive letter where your application is installed) folder and delete the client depreciation folder in that location. If there is depreciation, you can check for a client depreciation lock in X:\wincsi\deprdata\$depcid (x=drive letter where your application is installed) and delete it if there. For Virtual Office CS, you will need to contact CS Support at 800.968.0600 for this situation.
4. Verify that the File Locations are correct.
   
   1. Open UltraTax CS.
   2. Choose Utilities > Proforma, and click Change UltraTax CS Location.
   3. Verify that the location for the Fixed Assets CS client data is pointing to the correct location. If it is not, highlight Fixed Assets CS client data and click Modify to navigate to the correct location.

5. Open the prior-year client return, click the Itemized folder or the folder that contains your assets, and then click the Asset tab. Click the Itemized folder again and close the client's return. Try to proforma the client again.

6. Back up the prior-year client to your desktop and try to proforma the client from the backup. Choose Utilities > Proforma, and mark the Backup option to locate your backup.

7. Create a copy of the prior-year client data by choosing File > Save As and entering a different client ID. Then, open the current-year application and try to proforma the renamed client return.

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