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Add UltraTax CS clients and contacts to Onvio

You can sync existing client and contact information from UltraTax CS to Onvio using Onvio Link. With this, you can update and complete clients in UltraTax CS and automatically update their Onvio files at the same time.

Before you begin

  • Make sure you're assigned to a permission group that has Onvio Setup enabled.
  • Install Onvio Link on your computer.

Export clients from UltraTax CS

  1. Go to
    Utilities in UltraTax CS
    .
  2. Select
    Onvio
     then
    Integration
    .
  3. Use
    Select
     or
    Select All
     to select which clients to export.
  4. Mark the fields in the Options section for Onvio:
    • Populate Onvio clients and contacts.
       This will add contact information to Onvio for clients and contacts.
    • Create Onvio project for UltraTax CS client
      . This will create a tax project for these clients in Onvio.
    • Turn on Client Tax Center and send a registration email.
       The registration email invites the taxpayer for individual returns and the tax matters contact for business returns to register for Onvio Client Center.
    • Request Documents from the client.
       Send an email to the taxpayer or tax matters contact to request documents for the returns. You can add a due date and a description of the requested documents.
  5. Select
    Continue
    .
  6. Open Onvio Link on your computer and sign in.
  7. Select
    Settings
    .
  8. In the
    Datasharing
     tab, make sure the data location for UltraTax CS is correct. If you need to make changes, select
    Modify Location
    .
    note
    This location should reference your WinCSI\UTYYData folder, where YY is the year of UltraTax CS. For example, C:\WinCSI\UT20Data.
  9. Mark the
    Enable Data Sharing
     checkbox and select
    Yes
     to verify. This will build the data sharing connection between UltraTax CS and Onvio for the clients you selected for export. It may take several minutes depending on the number and size of the selected clients.
  10. Select
    OK
     to close Onvio Link.
note
If you add new clients to UltraTax CS, they’ll be added to Onvio as contacts.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff