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Integration

Integration with other applications

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Some Fixed Assets CS features integrate with other CS Professional Suite applications, Thomson Reuters applications, and with third-party applications, such as Microsoft Excel.
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To integrate CS Professional Suite applications, you need to specify client data and integrated application file locations.

CS Professional Suite applications that integrate directly with Fixed Assets CS

Accounting CS
You can import Fixed Assets CS journal entries.
FileCabinet CS
  • You can print most client-related documents, like reports and forms, to FileCabinet CS for storage.
  • You can back up or archive a variety of items, including custom methods, custom reports, and system settings.
  • You can enter client notes in Fixed Assets CS and make them available in FileCabinet CS too.
Practice CS
You can enter client notes in Fixed Assets CS and make them available in Practice CS.
UltraTax CS
  • You can share a client's asset information between UltraTax CS and Fixed Assets CS if the client ID is identical in both applications.
  • You can enter client notes in Fixed Assets CS and make them available in UltraTax CS.
  • You can include Fixed Assets CS reports in either the client or preparer tax return collation.
note
If you're licensed for UltraTax / 1040 Client Organizer and NetClient CS, you can use the web client organizer to get tax and asset information from your clients via a private, secure web portal.
Workpapers CS
You can import Fixed Assets CS journal entries.

Other Thomson Reuters applications that integrate with Fixed Assets CS

Checkpoint
You can sign in to Checkpoint's online tax and research service from within Fixed Assets CS.
GoFileRoom
You can print reports and forms for storage in GoFileRoom.
GoSystem Tax RS
You can create a depreciation export file for GoSystem Tax RS.
Onvio Documents
You can send reports, forms, and other documents from 2014 Fixed Assets CS or later to Onvio Documents.

Third-Party applications that integrate with Fixed Assets CS

  • Microsoft Excel
    • You can export journal entries and reports to a Microsoft Excel file.
    • You can import asset data from a Microsoft Excel file.
  • You can import asset data from an ASCII file exported from another application that we've committed to converting to Fixed Assets CS.
  • You can export asset data to a file (DIF, ASCII, and XLS) for use with many other applications.

This article applies to:

  • PRODUCT: Fixed Assets CS

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