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This article applies to:

  • Product: Engagement Manager
  • Subject: Integration

Add UltraTax CS as a vendor in engagements

You can import Engagement Manager engagements into UltraTax CS. Before you can do that, you'll need to add Ultra Tax CS as a vendor in Engagement Manager. Follow these steps to get started.
  1. In Engagement Manager, select
    Setup
     , then
    Firm Settings
    .
  2. Select
    Firm Settings
    .
  3. Under Tax information, mark the
    UltraTax CS
     checkbox, then select
    Save
    .
  4. Return to the
    Engagement dashboard
     and select the name of an engagement to view it.
    note
    If the engagement is not on your
    Engagement dashboard
    , use
    Open engagements
     to add it.
  5. Select the
    Properties
     tab from the navigation pane.
  6. Choose
    UltraTax CS
     from the
    Vendor
     dropdown list, under Tax information.
    note
    When you've selected
    UltraTax CS
     for the
    Vendor
    , the
    Entity
     dropdown list will include the supported entities that you can import into UltraTax CS.
  7. Select
    Save
    .
Assign your tax codes using the same codes in UltraTax CS. You can find tax codes for other apps within Engagement Manager's
Setup
 options.
  1. Select
    Setup
     , then
    Tax codes
    .
  2. Select
    UltraTax CS
     as the
    Tax vendor
    .
  3. Choose an
    Entity
     and
    Tax Year
    .
note
Engagement Manager will use these codes if you've selected UltraTax CS as a vendor for your engagement. Use the codes here to ensure compatibility with UltraTax CS.

Import balances in UltraTax CS

important
Make sure you've enabled the Engagement Manager import in UltraTax CS. Follow these steps to turn it on.
  1. Sign in to UltraTax CS.
  2. Select
    Setup
    , then
    User Preferences
    .
  3. Mark the
    Enable import from Engagement Manager
     checkbox on the Misc tab.
You can import balances from your Engagement Manager engagements into UltraTax CS. Assign tax codes to your forms that match UltraTax CS as you work on your engagement in Engagement Manager. Once you've done that, you're ready to set up the import in UltraTax CS. Begin by opening the client file for your import and follow these steps:
  1. Select
    Utilities
    , then
    Engagement Manager (Import)
    .
    1. Sign in to Engagement Manager.
  2. Choose your client and engagement, then select the date range for your import.
  3. note
    You can import the current tax year or the prior year for the edition of UltraTax you're using. So UltraTax 2020 would only be able to import through 12/30/2021, for example.
  4. Select
    OK
    .
  5. Select
    Import
     then
    Done
    .

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