Prepare UltraTax CS returns for conversion to GoSystem Tax

For UltraTax CS returns, you need to back up the data files through the UltraTax CS software to a temporary directory.

Create a folder on your computer or server to save the return data to. This folder needs to be somewhere you can easily access.

Open UltraTax CS.

Select File
and choose Backup
.

Select the clients you want to convert.

Change the Backup Location
to the folder you created in Step 1.

Select Backup
.

Zip the folder containing the backup data.

This article applies to: