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.

You can use the proforma utility to transfer client data, customized documents, print collations, and data-entry display settings from a prior-year application into the current-year version of UltraTax CS. You can proforma these items at any time and can proforma multiple items at once. Some application settings are carried over automatically when you install the current-year application for the first time.

Information to proforma manually

You can choose to proforma client data, customized documents, print collations, and data-entry display settings from the prior-year application. For details about transferring specific information, see the following topics.

• Proforma client data from the previous year
• Proforma customized documents from the previous year
• Proforma tax return or input screen print collations from the previous year
• Proforma data entry displays from the previous year
• Proforma customized electronic delivery passwords from the previous year

Settings that roll over automatically each year

The following common UltraTax CS configuration settings and customized items are automatically imported into the current-year application during installation.

• Firm information, such as the firm's email address, Electronic Filing Identification Number, and preparer, reviewer, and staff records
• The master password defined by your firm
• Security settings, including user groups and privileges
• Client status events defined by your firm
• Multi-address TINs entered for data sharing
• Custom statements and custom fieldviews
• Custom watermarks for client documents
• Invoice pricing
• User preferences settings

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