Export data to UltraTax CS (Virtual Office CS or SaaS)
Once you are done preparing a client's binder, exporting data back to the tax software lets you sync all the captured and updated data back to the tax software. Before you export binder data to the tax software, make sure the tax return that is being exported is currently closed in the tax software.
note
For SurePrep Outsource binders, don't use the
Export to Tax
feature in this article to export the data into the tax software. You must restore the tax return file instead.
Export data to UltraTax CS (Virtual Office CS or SaaS)
(New) 2022 tax years onwards
(Legacy) 2021 tax years and earlier
(New) 2022 tax years onwards
Follow these steps to export data from SPbinder to UltraTax (Virtual Office CS or SaaS)
Select the
Export to Tax Software
icon from the SPbinder toolbar. Alternatively, select
Binder
, point to
Export
and then select
Export to Tax Software
.
You can also export to tax software from FileRoom. Point to the
OPTIONS
column, then select the
Picklist
icon on that binder. Select
Export to Tax
from the dropdown menu.
Select
Proceed
to export the data to UltraTax CS.
An
Authentication Failed
error will appear if your firm's API authentication token is missing or if the path has been updated in UltraTax Virtual Office.
The export begins. Wait while the export processes.
A message indicating that the export was completed successfully appears.
Information exported from SPbinder will automatically update in UltraTax CS (Virtual Office CS or SaaS) when you open the return. Wait 1 minute, then open the client's tax return in the tax software. If the client's tax return is already open then close and reopen the tax return to complete the import process in the tax software.
Setup
By default, SPbinder exports data to the location that was selected when the binder was created. However, you may notice an error if the tax file was moved to another location after the binder was created. If you moved the client's tax file to another location or firm ID in UltraTax (Virtual Office CS or SaaS), select
Setup
, then select the new
Firm ID
and
Data Location
.
(Legacy) 2021 tax years and earlier
Follow these steps to export data from SPbinder to UltraTax CS (Virtual Office CS or SaaS):
Select the
Export to Tax Software
icon from the SPbinder toolbar. Alternatively, go to
Binder
,
Export
, then
Export to Tax Software
. You can also export to tax software from FileRoom. Point to the
OPTIONS
column, then select the
Picklist
icon on that binder. Select
Export to Tax
from the dropdown menu.
The
Export to UltraTax CS
(Virtual Office CS or SaaS) window appears.
Select
Setup
. You can skip this step if you have already set an export path.
Select the path from a dropdown menu. You can set these paths are set up in the
Admin
. Select the path dropdown.
You can also select
Browse
and select the folder where you want to save the exported tax software file.
Select a folder path.
Select
OK
.
Select
Proceed
to export the data to UltraTax CS.
An error will appear if the path you have an incorrect path setup. Select
Setup
to fix the issue.
The export begins. Wait while the export processes.
A message indicating that the export was completed successfully appears.
Export issues and solutions
Exported data taking longer than expected time to appear
Some firms using UltraTax CS (Virtual Office or SaaS) may have multiple office locations assigned in the tax software. If you're experiencing delays exporting data from SPbinder to UltraTax CS (Virtual Office or SaaS), then you may need to disable SurePrep Integration and re-enable it again.
Follow these troubleshooting steps if you're experiencing delays in getting the information to appear in UltraTrax CS (VO/SaaS)
Go to
Setup
,
System Configuration
, then
SurePrep API
tab.
Clear the
Enable SurePrep Integration
checkbox > select
OK
.
Open the
System Configuration
window again, reselect the
Enable SurePrep Integration
checkbox to enable SurePrep Integration again, then select
OK
.
On the taskbar, double-click the red plug icon to open the
CS Connect Background Services
window. You should now see which computer is currently selected as the designated agent for downloading updated information.
Wait 1 minute then open the tax return to check if the exported information is now available.
Data not matching in UltraTax after subsequent export
Issue: If you delete data that was already exported to UltraTax, then on a subsequent export, the data will not sync in the correct order (shows duplicated data or certain information won’t appear deleted in UltraTax).
Solution:
To delete non-proforma data:
Delete the data from the binder.
Next, manually delete the data from UltraTax.
To delete a proforma data:
On the
FORMS
tab, select the
Add
icon, then place a reference on a page.
Select the
Delete
icon to remove the reference from the row (that is, field group).
Export the data.
Then delete the row from the
FORMS
tab and then delete the same data from UltraTax.
No new data has been identified for export
After Exporting data into the tax software, if the user tries to export again without entering any new data in the binder, the following window appears:
note
Any data entered in your UltraTax CS file after uploading the return in SPbinder will be overridden on completion of the Export process. UltraTax CS Import\Export features would be compatible with UltraTax CS Version 14.3.0.
Once the export process is complete, the user will have to restore the
.ENCR
file from the selected path (i.e. J:\Ultra Exported Files).
Open UltraTax CS. Go to
File
menu and select
Restore
.
The
Restore
window appears.
Select the
Client XML
option from the dropdown.
In the left-hand window pane, select the client which you want to restore and select the Select Button.
The client will be moved to the right-hand window pane. Select the
Restore
button.
You can now check the exported data in the UltraTax CS (Virtual Office CS or SaaS).
note
In case you have checked out the UltraTax CS (Virtual Office CS or SaaS) file, then the tax file must be restored back into UltraTax to clear the checkout before the XML data can be restored. Otherwise, you’ll receive a message similar to this:
UltraTax CS organizer pages for depreciation will bookmark only
The Organizer Pages for 'Depreciation – Asset List' and 'Depreciation – Asset Acquisitions' will only be bookmarked. There will be no transfer of data between SPbinder and UltraTax for the asset details reported on such Organizer Pages.
Settings to view data exported from Organizer Pages (8829, Auto, Sale, 8824, 4684B)
Requirement of settings in UltraTax CS to view data exported from Organizer Pages of 8829, Auto, Sale, 8824, 4684B
The data from the Organizer Pages of 8829, Auto, Sale, 8824, 4684B that is exported from SPbinder into UltraTax can be viewed in UltraTax CS only if a certain setting is turned off.
Follow these steps to turn this feature off:
In the
Client Properties
, go to
Advanced Properties
.
Select the tab
Enter Asset Detail
.
If the field
Enter asset detail information
is checked, you won’t be able to view the forms 8829, Auto, Sale, 8824, 4684B in UltraTax CS.
Uncheck this option.
This displays the forms 8829, Auto, Sale, 8824, 4684B.
You can then view the data exported from SPbinder in these forms.