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Importing and exporting

Export 1040 client data into Planner CS

To export UltraTax/1040 client data into Planner CS:
  1. In UltraTax CS, select
    File
    ,
    Open
     to open the 1040 client whose data you want to export into Planner CS.
  2. From the Utilities menu, select
    Planner CS (Export)
     to export the UltraTax/1040 client's data into Planner CS.
    note
    The Planner CS (Export) command appears in the Utilities menu only if you have installed the application locally or have run the desktop setup on this computer.
  3. Planner CS will open automatically once the UltraTax/1040 client data has been exported. The
    Import Client Data
     window opens, where you can choose to export to a new plan or to an existing plan. Do 1 of the following:
    • To create a new plan with this ID, select
      OK
      .
    • To import to an existing plan, select the
      Existing Plan
       to open the Import to
      Existing Plan
       window.
    note
    If the data you're exporting from UltraTax CS has the same client ID as an existing plan in Planner CS,
    Existing Plan
     is selected by default on the
    Import Client Data
     window.
    Once you select
    OK
    , the plan will open in Planner CS.

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