Triva isn't available right now.
Check out the support page for our phone number and hours
Legal
Recommended Products
-
CoCounsel
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
Westlaw
Conduct legal research efficiently and confidently using trusted content, proprietary editorial enhancements, and advanced technology.
-
Practical Law
Accelerate how you find answers with powerful generative AI capabilities and the expertise of 650+ attorney editors. With Practical Law, access thousands of expertly maintained how-to guides, templates, checklists, and more across all major practice areas.
Questions? We are here to help
Tax & Accounting
-
Top products for corporations
-
Top products for accounting firms
Recommended Products
-
CoCounsel Tax, Audit, Accounting
Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
-
UltraTax CS
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
-
1040SCAN
Automate work paper preparation and eliminate data entry
Questions? We are here to help
Trade & Supply
Recommended Products
-
Foreign Trade Zone Management
Software that keeps supply chain data in one central location. Optimize operations, connect with external partners, create reports and keep inventory accurate.
-
Indirect Tax
Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.
Questions? We are here to help
Risk & Fraud
Recommended Products
-
CLEAR
Search volumes of data with intuitive navigation and simple filtering parameters. Prevent, detect, and investigate crime.
-
Fraud Detect
Identify patterns of potentially fraudulent behavior with actionable analytics and protect resources and program integrity.
-
ID Risk Analytics
Analyze data to detect, prevent, and mitigate fraud. Focus investigation resources on the highest risks and protect programs by reducing improper payments.
Questions? We are here to help
News & Media
Recommended Products
-
Reuters Connect
Around the globe, with unmatched speed and scale, Reuters Connect gives you the power to serve your audiences in a whole new way.
-
Reuters Plus - Content Studio
Reuters Plus, the commercial content studio at the heart of Reuters, builds campaign content that helps you to connect with your audiences in meaningful and hyper-targeted ways.
-
Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
Questions? We are here to help
Books
Recommended Products
-
What's new in legal products
Shop our latest titles
-
Shop tax customer favorites
ProView Quickfinder favorite libraries
Questions? We are here to help
Developers
-
APIs by industry
-
Related sites
-
United States Support
-
International support
-
New releases
-
Join a TR community
-
Free trials & demos
Conversion process for client IDs
Client IDs and the conversion process
The UltraTax CS Conversion process retains the Client ID from the previous software. If multiple clients share the same Client ID, the process will renumber any duplicates. You will receive a conversion report detailing any renumbered clients.
note
You cannot renumber or rename Client IDs during the Conversion process. Any changes must be made in the prior software or after the data is restored into UltraTax CS.
Every Client ID in UltraTax CS must be unique. If a converted Client ID matches an existing one, UltraTax CS will overwrite the existing client tax data.
Restore clients
When using
File
, then Restore
to restore converted client data into the application, ensure the client ID does not match any existing IDs in UltraTax CS or Fixed Assets CS. If there is a match, rename the existing client ID in UltraTax CS using File
, then Rename
or File
, then Save As
before restoring. If you do not rename, and the converted client ID matches an existing one, the following will occur:- In UltraTax CS:The application will prompt you to overwrite the data with the converted data or to bypass the restore.
- In Fixed Assets CS:The UltraTax CS data will not overwrite existing client data. The application will not prompt you, and the depreciation data at C:\UTConvData will not be restored; the existing data will remain unchanged.
This article applies to:
- Product: UltraTax CS
- Subject: Conversions