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Clients tab
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In general, the Clients tab in the Repair dialog should be used only under the direction of CS Support. You can use this tab to complete the following tasks.
- Rebuild the client database if client data has been corrupted or if clients are missing from the client list.
- Send a client's data to CS Support via CS Connect.
- Decompress a client to view all of the files that make up a client's record.
- Rebuild data sharing functionality and ELF status files.
- Proforma state information for all clients at one time.
- Retrieve eSign information for applicable clients.
To open this tab, choose Help then Repair, and select the Clients tab.
note
Depending on your security configuration, you might be required to enter the master password and select OK before you can open the Repair dialog.
Fields & buttons
Client data path
Displays the drive and path on which the client data is stored.
note
To change the drive and path, choose Setup, User Preferences, then File Locations tab.
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In general, the fields and buttons in this tab should only be used under direction from CS Support.
Client listing
This is the current listing of all UltraTax CS clients in the database.
note
In general, the fields and buttons in this tab should only be used under direction from CS Support.
Reset Onvio Link
This feature is intended for use in scenarios where your UltraTax CS client has unexpectedly matched with an existing Onvio client due to having the same email address(es) and/or TINs. Use this button to break the match between the two clients. Manually update the email address or TIN within your UltraTax CS or Onvio client or contact and then attempt to populate or print the client from UltraTax CS to Onvio again.
All clients group box
Rebuild Client List button
Select this button to rebuild the client database.
note
In general, the fields and buttons in this tab should only be used under direction from CS Support.
Rebuild Data Sharing button
Select this button to rebuild the client export files that contain the shared data for
all
UltraTax CS clients. Use this button only
if there is a problem with data sharing. If at any time you disable the data sharing feature, you will be required to rebuild the data sharing files when you turn it back on.note
- Rebuilding data sharing will take some time. The more client data files you have in UltraTax CS, the longer this process will take.
- After rebuilding the data sharing files, you will be required to print returns for all clients for whom you want to share data. We recommend printing to spool for this process.
- If you are using the network version of UltraTax CS, all users must close all clients stored in the current directory before you can rebuild data sharing.
- To rebuild data sharing for only one client at a time, select the Rebuild Data Sharing button in the Client: [name] group box in this tab.
- In general, the fields and buttons in this tab should only be used under direction from CS Support.
Rebuild ELF Status button
UltraTax CS tracks the status of each electronic filing client and displays this status in the Electronic Filing Status dialog. To open this dialog, choose Utilities then Electronic Filing Status. If the file that tracks these events becomes corrupt, rebuilding the file will reset it to the correct information. Should this happen, select this button to rebuild the electronic filing status for your client's data.
note
In general, the fields and buttons in this tab should only be used under direction from CS Support.
Proforma State(s) button
Select this button to proforma all state data for all of your clients. UltraTax CS completes this process automatically when you open a proforma'd client after installing the attached state application for the first time.
Client: [name] group box
Rebuild Data Sharing button
Select this button to rebuild the highlighted client's export files that contain the shared data. Use this button
only
if there is a problem with data sharing. If at any time you disable the data sharing feature, you will be required to rebuild the data sharing files when you turn it back on.note
- Rebuilding data sharing will take some time, though it is faster to rebuild a single client's data sharing files than to rebuild data sharing for all clients.
- After rebuilding the data sharing files for the highlighted client, you will be required to print the client's tax return. We recommend printing to spool for this process.
- If you are using the network version of UltraTax CS, all users must close all clients stored in the current directory before you can rebuild data sharing.
- To rebuild data sharing for all clients simultaneously, select the Rebuild Data Sharing button in the All clients group box in this tab.
- In general, the fields and buttons in this tab should only be used under direction from CS Support.
Send Via CS Connect button
Select this button to open the Send Client Data to CS dialog in which you can enter a comment regarding the transmission, and then select OK to send the selected client's data to CS Support. The client's data will be sent the next time you connect to CS Connect.
note
In general, the fields and buttons in this tab should only be used under direction from CS Support.
Decompress Client button
When you highlight a client in the list, and then select this button, the Decompress Client dialog opens. Use this dialog to delete one or more of the component files that make up the selected client's record.
note
- If the client's data is password protected, you will be prompted to enter the client's password and select OK before the Decompress Client dialog will open.
- In general, the fields and buttons in this tab should only be used under direction from CS Support.
Retrieve eSign Info button
Select this button to force UltraTax to retrieve all [[ut_cy_yyyy]] signed documents for the highlighted client. This can be useful if you have previously retrieved the documents via CS Connect but cannot locate the signed document files.
Complete Questionnaire
This button is only available if you have an Onvio license. Select this to force the retrieval (or re-retrieval) of the Onvio Questionnaire.
Request SurePrep data
By default, UltraTax CS automatically retrieves SurePrep data when you have integration enabled and are licensed for ReviewReady. If you need to re-download SurePrep data for a client, select the client from the list, then select this button. You may need to re-download data if you have to restore a client or re-proforma them.