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Errors

UltraTax CS invoices don't transfer to Practice CS

Scenario

UltraTax CS includes the ability to export invoice information created in UltraTax CS to Practice CS. Practice CS can then accept this invoice information, update the client's accounts receivable balance and process payments for the invoices.
This topic lists most of the reasons why this invoice transfer process might not be functioning and how to resolve it.

Solutions

Integration options are not enabled in Practice CS

  1. In Practice CS, select
    Setup
    , then
    Firm
    .
  2. Select the
    Preferences
     tab.
  3. Mark the
    Integrate this Firm with other solutions
     checkbox.
    note
    You may get a message that another database already has this option selected. Only 1 database can have the option selected. If you believe this message is in error (as can sometimes happen after an update) or you want to switch the option to your current database, select
    Yes
    .
  4. Select
    Enter
     to close.

File locations in UltraTax CS are not set up properly

You'll need to set up the file locations in UltraTax CS to point to your installation of Practice CS.

None of the status events in UltraTax CS are designated to export the invoice to Practice CS

  1. In UltraTax CS, select
    Setup
    , then
    Office Configuration
    .
  2. Select the
    Status
     tab.
  3. To add a new event that will cause the invoice to be sent to Practice CS when selected, select
    Add
    . To change an existing event so it will send the invoice to Practice CS when selected, select the event and select
    Edit
    .
    note
    If you selected
    Add
    , enter the name of the event in the Event description field.
  4. Mark the
    With the log of this event, forward invoice to CS Practice Products
     checkbox.
  5. Select
    Enter
    .
  6. Select
    OK
    .

The return hasn’t been previewed or printed

If the invoice transfers over with a zero or incorrect balance, be sure to preview or print the return before selecting the Status event that is designated to export the invoice to Practice CS. If you make any changes to the return that might change the content or amount of the invoices, be sure to preview or print the return again.

This article applies to:

  • PRODUCT: Practice CS