Configuring Return Configuration Set Pro Forma Options

The Pro Forma return configuration set options allow you to apply default settings when rolling forward returns.

Expand the options in step 5 to review the tax return fields that override the return configuration set.

To configure Pro Forma settings, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Return configuration sets under Tax.
2. Double-click a return configuration set on the navigation panel.
3. Select Pro Forma/Organizer on the navigation panel.
4. Click the Pro Forma tab.
5. Select Pro Forma options in the various sections.

Component	Description
Pro Forma and Organizer Options
Clear signer information return overrides	Select to clear all return signer override data from the General > Return Options > Preparer Information tax return section in printed Organizers and in returns that are rolled forward. Note: This option applies to tax years 2012 and higher for Pro Forma and to tax years 2014 and higher for Organizer.
Clear bank and financial institution information	Suppress print of bank account information for direct deposit and electronic funds withdrawal when rolling forward returns. Selecting this option will require you to re-enter and verify account information for accuracy. Note: This option applies to rolling forward tax years 2014 and higher.
Do not alphabetize interest and dividends	Select to ensure that dividend and interest statements in a return and in printed Organizers are not alphabetized, but instead by the last sorted order. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > General > Return Options > Pro Forma and Organizer Print Options worksheet Corporation. General > Return Options > Pro Forma Options worksheet S Corporation. General > Return Options > Pro Forma Options worksheet Partnership. General > Return Options > Pro Forma Options worksheet Fiduciary. General > Return Options > Pro Forma and Organizer Options worksheet Exempt Organization. General > Return Options > Pro Forma Options worksheet
Do not alphabetize charitable contributions	Select to ensure that charitable contributions in the return and printed Organizers are in the last sorted order. Available only in the 1040 and 990 systems. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > General > Return Options > Pro Forma and Organizer Print Options worksheet Exempt Organization. General > Return Options > Pro Forma Options worksheet
Include federal and state estimate amounts	Roll forward and prepare Organizer forms for all federal and state estimate amounts. Estimated tax payments appear as payments made during the year on the Payments worksheet. When this option is not selected: Estimated tax payment appear on the prior year row. There is a check box to include prior year estimated tax payments in the current year return. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > Pro Forma and Organizer Print Options worksheet Fiduciary. General > Return Options > Pro Forma and Organizer Options worksheet Corporation. General > Return Options > Pro Forma Options worksheet S Corporation. General > Return Options > Pro Forma Options worksheet Partnership. General > Return Options > Pro Forma Options worksheet. Applies to tax years 2015 and higher. Exempt Organization. General > Return Options > Pro Forma Options worksheet. Applies to tax years 2015 and higher.
Individual Pro Forma options
Pro Forma Schedules C, E, and F Two-Year Comparison	Roll forward the Two-Year Comparison worksheet information. You can override the return configuration set for this option on the General > Return Options > Pro Forma and Organizer Options worksheet. Notes: Prior year amounts must be entered the first year the return is prepared. Two-year comparison information does not roll forward in Grantor or Custodial returns.
Pro Forma
Pro Forma Two-Year Comparison	Roll forward Individual General > Two-Year Comparison worksheet information. This option also causes the appropriate business system worksheet for Corporation, S Corporation, Partnership, and Fiduciary to be rolled forward, for example, the General >Two-Year Comparison Worksheet for Corporation returns. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > Pro Forma and Organizer Print Options worksheet Corporation. General > Return Options > Pro Forma Options worksheet S Corporation. General > Return Options > Pro Forma Options worksheet Partnership. General > Return Options > Pro Forma Options worksheet Fiduciary. General > Return Options > Pro Forma and Organizer Options worksheet
Pro Forma input forms for 2848	Roll forward Other > 2848 - Power of Attorney worksheets for Individual returns or Other > 2848/8821 - Power of Attorney worksheet for business returns. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > General > Return Options > Pro Forma and Organizer Print Options worksheet Corporation. General > Return Options > Pro Forma Options worksheet S Corporation. General > Return Options > Pro Forma Options worksheet Partnership. General > Return Options > Pro Forma Options worksheet Fiduciary. General > Return Options > Pro Forma and Organizer Print worksheet Exempt Organization. General > Return Options > Pro Forma Options worksheet
Pro Forma input forms for 8821	Roll forward Other >8821 - Tax Information Authorization worksheet for Individual returns or Other >2848/8821 - Power of Attorney worksheet for business returns. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > Pro Forma and Organizer Print Options worksheet Corporation. General > Return Options > Pro Forma Options worksheet S Corporation. General > Return Options > Pro Forma Options worksheet Partnership. General > Return Options > Pro Forma Options worksheet Fiduciary. General > Return Options > Pro Forma and Organizer Options worksheet
Resequence depreciation asset numbers	Select to print the current year depreciation in the Pro Forma. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > General > Return Options > Pro Forma and Organizer Print Options worksheet Corporation. General > Return Options > Pro Forma Options worksheet S Corporation. General > Return Options > Pro Forma Options worksheet Partnership. General > Return Options > Pro Forma Options worksheet Fiduciary. General > Return Options > Pro Forma and Organizer Options worksheet Exempt Organization. General > Return Options > Pro Forma Options worksheet
Pro Forma current year depreciation for forced assets	Roll forward the current year depreciation. Return locations that override the return configuration set for this option are as follows: Individual. General > Return Options > General > Return Options > Pro Forma and Organizer Print Options worksheet Corporation. General > Return Options > Pro Forma Options worksheet S Corporation. General > Return Options > Pro Forma Options worksheet Partnership. General > Return Options > Pro Forma Options worksheet Fiduciary. General > Return Options > Pro Forma and Organizer Options worksheet Exempt Organization. General > Return Options > Pro Forma Options worksheet
Pro Forma tax preparation fee	Roll forward the tax preparation fee to the General > Return Options > Invoice Options worksheet. There are no return locations that override the return configuration set for this option.
Use client profile data	Use data from the client profile when rolling forward returns. There are no return locations that override the return configuration set for this option.
Clear all electronic filing return overrides	Select to not roll forward prior-year return electronic filing data that overrides the return configuration set. Notes: This option applies to rolling forward tax years 2012 and higher. This option applies to all return types except Estate & Gift.
Tax template options	The tax template setting is used when applying a tax template during the roll forward process and pro forma data (data rolled forward from the prior year return to the new year's return) and the tax template have values for the same field. The data used during roll forward varies between repeating worksheet grid detail (worksheet sections that repeat for separate items, such as rental properties, footnotes, or other expenses) and non-repeating worksheet grid detail. Click the options below to view the differences. Select to include any of the following tax template options: Override tax template data with Pro Forma data (default). For each repeating worksheet grid item having pro forma values, the pro forma values are used, and the tax template values are discarded. For all other worksheets, the choice is made on a field-by-field basis; for each field having a pro forma value, the pro forma value is used and the template value is discarded. For Repeating Items Pro Forma and template data exist. Pro forma data will populate the worksheet. Tax template data will be ignored. Only Pro Forma data exists. Pro forma data will populate the worksheet. Only tax template data exists. Tax template data will populate the worksheet. For Non-repeating Items Pro Forma and template data exist. Pro forma data will populate the field. Tax template data will be ignored. Only Pro Forma data exists. Pro forma data will populate the field. Only tax template data exists. Tax template data will populate the field. Override Pro Forma data with tax template data. For each repeating worksheet having tax template values, the tax template values are used, and the pro forma values are discarded. For all other worksheets, the choice is made on a field-by-field basis; for each field having a tax template value, the tax template value is used and the pro forma value is discarded. For Repeating Items Pro Forma and template data exist. Tax template data will populate the form. Pro forma data will be ignored. Only Pro Forma data exists. Pro forma data will populate the worksheet. Only tax template data exists. Tax template data will populate the worksheet. For Non-repeating Items Pro Forma and template data exist. Tax template data will populate the field. Pro forma data will be ignored. Only Pro Forma data exists. Pro forma data will populate the field. Only tax template data exists. Tax template data will populate the field. Merge Pro Forma data with tax template data. For each repeating worksheet , the pro forma and tax template values will be shown in separate occurrences. Other worksheets are handled in the same way as the Override tax template data with Pro Forma data option. For Repeating Items Pro Forma and template data exist. When the option to create an entity exist, pro forma data will appear as one entity. Tax template data will appear as another entity. Only Pro Forma data exists. Pro forma data will populate the worksheet. Only tax template data exists. Tax template data will populate the worksheet. For Non-repeating Items Pro Forma and template data exist. Pro forma data will populate the field. Tax template data will be ignored. Only Pro Forma data exists. Pro forma data will populate the field. Only tax template data exists. Tax template data will populate the field.

6. Click Save to save your changes and continue working in the return configuration set, or click Save & Close to save your changes and close the return configuration set.