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FileCabinet CS tab
Show all expandable content
Use this tab to configure options related to the backup of client data to FileCabinet CS, and the inclusion of FileCabinet CS source documents in tax returns. You can change this default or customize the settings using the fields on this tab.
To open this tab, choose
Setup
, Office & Configuration
, and select the FileCabinet CS
tab.Fields & buttons
Create an UltraTax CS folder in FileCabinet CS when a new client is added or proforma'd
Mark this checkbox to create an empty UltraTax CS folder in FileCabinet CS (if licensed) whenever you add or proforma a new client. The new folder is created in the FileCabinet CS data location that is associated with the UltraTax CS data location to which you add or proforma UltraTax CS clients. To set up UltraTax CS and FileCabinet CS data locations, choose Setup, Configuration, then Data Locations.
note
When you add a new client using the File then New Client window, the UltraTax CS folder is not created in FileCabinet CS until the UltraTax CS client is closed.
Print K1 packages to the FileCabinet CS drawer if the K1 recipient is also an UltraTax CS client
Mark this checkbox to print the K1 package for a 1120, 1065, or 1041 return to the recipient's drawer in FileCabinet CS. (Note that the recipient must also be an UltraTax CS client.) If this checkbox is marked, you will see an additional line for the K1 package, which will be sent to the recipient drawer when you print the return from UltraTax CS to FileCabinet CS.
Print K1 packages to a separate folder in FileCabinet CS
Mark this checkbox to print K1 Packages separately from the return to a separate folder within the business clients FileCabinet CS drawer. When you print a business return to FileCabinet CS, the application will add a Packages folder under the business client's current year UltraTax CS folder, and will store each K1 package as a separate document within the Packages folder. If this checkbox is not marked, the K1 packages will remain part of the U.S. Tax Return document for the business client, and won’t be separated by recipient or printed to the Packages drawer.
Print retrieved web organizers to GoFileRoom
Mark this checkbox to print retrieved Organizers to GoFileRoom.
Include Source documents in client copy of tax return group field
Destinations (Web, Email PDF, PDF to File, or Paper)
Mark the checkboxes for those delivery methods (
Web
, Email PDF
, PDF to File
, or Paper
) in which you want to include source documents from FileCabinet CS with the client copy of the return. You can mark any or the checkboxes.Current FYE folder (for example, UltraTax CS 12/31/14)
Mark this checkbox to include the documents in the "UltraTax 12/31/14" folder in FileCabinet CS (other than embedded documents or integrated application files) as source documents with the client copy of the tax return when it is delivered.
User-defined folder
Mark this checkbox and then choose the Select Folder button to specify a custom FileCabinet CS folder containing the source documents you want to include with the client copy of the return when it is delivered.
Select the Folder button
Select this button to open the Select Folder window, which lists all existing FileCabinet CS folders. Select the folder containing the source documents to include those documents with the client copy of the return when it is delivered.
note
This button is available only when the
User-defined folder
checkbox is marked.Data backups group field
Automatically back up client data to FileCabinet CS
Mark this checkbox if you want UltraTax CS to automatically back up your clients' data to FileCabinet CS whenever each client's data is closed or proforma'd in UltraTax CS.
Options button
Select this button to open the Backup Options window, which you can use to set your preferences for backing up UltraTax CS client data to FileCabinet CS.
GoFileRoom Options button
Select this button to open the UltraTax/GoFileRoom Configuration window, which you can use to determine how documents printed from UltraTax CS will be stored in GoFileRoom. Note that you will be prompted to enter your GoFileRoom sign in and password to open the UltraTax/GoFileRoom Configuration window.
This article applies to:
- PRODUCT: UltraTax CS