Integrate UltraTax CS with Accounting for Practitioners

You can integrate the following entities with Accounting for Practitioners.
  1. Open the client in UltraTax CS.
  2. Select
    Utilities
    ,
    Third Party
    , then
    Accounting for Practitioners (Import)
    .
  3. Make sure the data path is correct. This is a one-time setup.
  4. Select the client ID.
  5. Select
    Import
    .
  6. Select
    OK
    .
Accounting for Practitioners (Import)
doesn't display for
Utilities
,
Third Party
.
  • Only the following entities import client data: 1040, 1120, and 1065. If you have any other entity open, you won't have the import option. Verify the entity type in Accounting CS at
    Setup
    ,
    Clients
    ,
    Accounting Information
    ,
    Entity
    .
  • If you have a 1040 client open in Organizer mode, you won't have the import option. To switch to input screen mode, select
    View
    , then
    Input Screen
    .
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close