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Integrate with 3rd party

Integrate UltraTax CS with Accountant's Relief

You can integrate the following entities with Accountant's Relief:
  1. Create the export file in Accountant's Relief
  2. Open the client in Accountant's Relief.
  3. Select
    Setup
    , then
    Client Profile
    .
  4. Select
    UltraTax CS
     from the
    Tax Program
     dropdown.
  5. Select
    OK
    .
  6. Select
    File
    ,
    Tax Link
    , then
    UltraTax CS
    . The
    Export File Name
     field displays the location where the export file will be saved. Select
    Browse
     to change the location.
  7. Steps to complete in UltraTax CS
  8. Open the client in UltraTax CS.
  9. Select
    Utilities
    ,
    Third Party
    , then
    Accountant's Relief (Import)
    .
  10. Make sure the location of the Accountant's Relief client data path is correct. This is a one-time setup.
  11. Select the Client ID to import.
  12. Select
    Import
    .
  13. Select
    OK
     when the process is finished.
Accountant's Relief (Import)
 doesn't display in
Utilities
,
Third Party
:
  • Make sure the open UltraTax CS client is 1 of the following acceptable entities: 1040, 1120, 1065, or 1041. These are the only entities that integrate with Accountant's Relief.
  • If you're importing Accountant's Relief information into a 1040 client, you may be in Organizer mode rather than input screen view. To switch back to the input screen view, select
    View
    , then
    Input Screen
    , and try to import again.
  • Only versions later than 6.05 of Accountant's Relief will import into UltraTax CS.
Client isn't listed to import
Verify the open UltraTax CS client's entity type is the same in Accountant's Relief. The entity type must be 1 of the following acceptable entities: 1040, 1120, 1065 or 1041. These are the only entities that integrate with Accountant's Relief.
Export file extension
When creating the export file from Accountant's Relief, make sure the file's extension is
.dwi
. If it's not, follow these steps to select UltraTax CS as the tax program:
  1. In Accountant's Relief, select
    Setup
    , then
    Client Profile
    .
  2. Go to the Miscellaneous Information section.
  3. Select the correct type of entity and UltraTax CS as the tax program.
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