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Engagement Manager to UltraTax CS integration
What is Engagement Manager
- Web-based engagement management that allows a team to work together no matter where they are located.
- Leverages GoFileRoom document management system to organize and store documents.
- Powerful trial balance capabilities that can handle simple or sophisticated account data, including consolidations or fund clients.
- Extensive integration with PPC products (SMART Practice Aids, Checkpoint Online, Checkpoint Tools and Guided Assurance), GoSystem Tax, and UltraTax CS.
Access Engagement Manager
Since Engagement Manager is web-based, there is not one single program installation. There are multiple components that must be installed and configured properly.
To access a client engagement (including trial balance data related to integration calls) within Engagement Manager, go to www.engagementmanager.thomsonreuters.com from Google Chrome.
To have full functionality in Engagement Manager, including the ability to edit workpapers, you would need to complete the following steps.
- Complete the GoFileRoom setup checklist and Engagement Manager setup checklist.
- Both checklists contain several settings to complete on the PC.
- Many of these settings can be implemented via Group Policy.
- Install the GoFileRoom Client Add-in.
- Install the Engagement Manager Add-in.
- Microsoft Office and Adobe Acrobat are required to edit their respective documents in Engagement Manager.
Steps for integration with UltraTax CS
Follow these steps to import balances from Engagement Manager to UltraTax CS.
- Initial setup in Engagement Manager.noteThe Firm Settings selection is already completed in the support Engagement Manager database.
- Initial setup within UltraTax CS (local or VO/SAAS):
- Go toSetup, thenUser Preferences.
- Select theMisctab, then select theEnable import from Engagement Managercheckbox. Engagement Manager integration is available in UltraTax CS 2013 and later versions.
- Open the client in UltraTax CS.
- Go toUtilities, thenEngagement Manager (Import).
- Sign in to Engagement Manager.
- Select the appropriate client.noteThe list of available clients is populated from the Engagement Manager clients using the same entity type as the client that is open within UltraTax CS.
- Select the specific engagement to import to UltraTax CS, then selectOK.noteThis step will always appear, even if there is only one engagement that has the proper dates for import into that specific year of UltraTax CS. By default, UltraTax CS will import the current year data; however, you can choose to import prior year as necessary. UltraTax CS will import the tax balance from Engagement Manager. There is not an option to select other balance types.
- SelectImport.
- A processing screen will appear. Once the import is complete, selectDone.
- Verify the data imported.noteIf anything is incorrect, it will need to be adjusted in Engagement Manager and re-imported to UltraTax CS. There is not currently a way to make changes to the items in UltraTax CS and import those changes back into Engagement Manager.
Understand how tax codes work in Engagement Manager
Users may assign tax codes to accounts in the trial balance of Engagement Manager individually. More commonly, firms will utilize Engagement Manager account mapping, which is similar to mapping in Accounting CS and Workpapers CS. The system level Account Group titled Account Classifications has codes/subcodes which, when assigned to an account within a trial balance, will map out account types, tax codes, and other account groupings.
An engagement has been labeled as an 1120C that will utilize UltraTax CS. The General Checking Cash account would be assigned the Account Classification code of Current Assets and subcode of Cash & Equivalents. Once assigned, this account will be mapped as an Asset, assigned a Leadsheet code of A for Cash, and given the tax code 400. If the same engagement was labeled as an 1120C that will utilize GoSystem Tax, the account would be assigned tax code 100.00.
This article applies to:
- Product: Engagement Manager
- Subject: Integration