The term Pro Forma in CCH® ProSystem fx® Tax means to roll forward a return from one year to the next. The following video shows how to Pro Forma your returns using Tax.

To Pro Forma a return, do the following:

1. Open Production Processing.
2. Click Process Pro Forma.
3. Select Create Pro Forma.
4. Click OK.
5. Select the tax year that you want to roll forward from the Tax Year list.
6. Select the values from the remaining lists to filter your results or enter the client ID in Client ID box.
7. Click OK.
8. Select the returns you want to create a Pro Forma for and click Add or Add All to add all of the returns to the Returns selected for Pro Forma list.
   • You can select multiple returns by pressing Ctrl on your keyboard while clicking on the returns in the top window.
   • If you need to see additional information about the returns in the top window, select a return and click Add'l Info.  This will show information such as the Version Description.
9. Click OK.
10. Select the appropriate boxes from the Pro Forma Options.
    • Save list to batch - enter a file name if you wish to save a list of the proforma returns by client ID.
    • Use client profile data if you would like information from the client profile to overwrite what was in the prior year tax return
    • Create all specified Pro Forma, including those suppressed on return if you wish to ignore any Proforma suppress options that were made in the tax return
    • Proforma Lists and Notes if you wish these to roll forward
    • ​​If you are converting a C Corporation return to a S Corporation return or a S Corporation return to a C Corporation return, select the Pro Forma Conversion option at the bottom of the window.
11. ​Click Create to generate the selected the Pro Forma.  A batch log will be generated if there are any exceptions.

​Notes:

• The ability to Pro Forma is contained in the .5000 or greater release of the year that you are trying to Pro Forma from.
  • For example: to roll forward from 2022 to 2023, 2022.05000 or greater release must be installed.
• If you have not rolled forward your default returns from the following year yet, you will want to do this before rolling forward any client returns. This will ensure that data in the default returns is applied to your client returns when they are created.
  •  How do I Pro Forma a default return in CCH ProSystem fx Tax?
• After the Pro Forma is created it must be converted into a return.  
  • How do I create a return from Pro Forma in ProSystem fx Tax?.
• You cannot Pro Forma returns within the same year. For example, you cannot Pro Forma a return from 2022 to 2022.
• You cannot convert business returns to another entity type, except converting C to S Corp or S Corp to C Corp.