This article applies to:

Recreate XML file when importing account balances

If you're having an issue importing account balances that requires you to recreate the XML file, you'll need to do the following:

Close the client in UltraTax.

Go to the data location where the XML files are saved (by default the location is

\WinCSI\Accounting CS Data (or Workpapers CS Data)\Data\Integration\Tax

.

Rename the existing XML file by adding

.OLD

after the file extension.

Try the import again.