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Email or export client data from UltraTax CS or Fixed Assets CS

Follow these steps to create unencrypted CSD files of client data in UltraTax CS or Fixed Assets CS that you can email or send to a file location.

Email client data

You'll need to have a MAPI-compliant email software (such as Outlook) to email client data using this method. If you don't, use the method to send client data to a file location. This will let you manually attach the file as an attachment to an email.
  1. In UltraTax CS or Fixed Assets CS, select
    File
    ,
    Send to
    , then
    Email Recipient
    .
  2. Double-click the client.
  3. Optional:
     Password protect the client information by entering a password in the given field.
  4. Select
    OK
    .
Once you select
OK
, UltraTax CS or Fixed Assets CS will prompt your email software to create the email. Enter an email address in the given field and send.

Send client data to a file location

  1. In UltraTax CS or Fixed Assets CS, select
    File
    ,
    Send to
    , then
    File
    .
  2. Double-click the client.
  3. Optional:
     Password protect the client information by entering a password in the provided field.
  4. Select
    Modify Destination
     to set the file location where you want to send the client data.
  5. Select
    OK
    .
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