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Troubleshoot UltraTax CS integration

Identify and resolve common issues encountered with the UltraTax CS integration.

UltraTax CS integration error messages and resolutions
Symptom or message	Cause or explanation
Connect isn't available	No EMS customer ID is on file, so CoCounsel can't identify the UltraTax firm. Contact support to add the ID. Only an admin can connect.
Client list is slow	UltraTax has no paged client-list API. Large firms must load the full list before the page finishes rendering.
“Client is missing”	The UltraTax client hasn't been imported, or the CoCounsel client is inactive. A PDF export never creates a new client automatically.
“No CoCounsel client mapped to UltraTax client_id”	You printed a return before importing the client. Import the client in CoCounsel first ( Account Organizational Settings Integrations Modify Bulk actions Import ), then print again.
“No active integration”	The firm was never connected, or an administrator disconnected it.
“Firm is invalid”	The UltraTax firm ID doesn't match any CoCounsel company's EMS ID.
PDF is rejected	The exported file must be a valid PDF and 100 MB or smaller.
Return fields missing after import	Field sync is asynchronous and only runs when XML field sync is enabled. A failed XML field pull doesn't undo the client import.
Fields look stale after an UltraTax edit	Fields are only pulled at import time for the current filing year. Manual refresh and pulls for new-year projects are planned for a future update.