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This article applies to:

  • Product: Practice CS,UltraTax CS
  • Subject: Data sharing

UltraTax CS tax return history missing from Practice CS Client Dashboard

If you notice that the
UltraTax CS Return History
 portlet in your Practice CS Client Dashboard is blank or displays incorrect data, you can follow these steps to resolve the issue. The
Return History
 portlet should pull data from the selected client’s tax return and display it as a bar graph. When it doesn’t, take the following actions:

Confirm firm integration settings

  1. Open Practice CS and go to
    Setup
    Firm
    .
  2. Go to the
    Preferences
     tab.
  3. Make sure
    Integrate this Firm with other solutions
     is marked.

Verify both programs are up to date

  1. Check that you're running the latest versions of both Practice CS and UltraTax CS.
  2. In UltraTax CS, the version should match the current tax processing year. To apply updates, open UltraTax CS and use CS Connect.
  3. If needed, download the latest versions from tax.thomsonreuters.com.

Make sure file locations match

  1. In Practice CS, go to
    View
    Firm Dashboard
    .
  2. Open the
    System Information
     portlet. (If it's not there, select
    Select Portlets
     and add
    System Information
    .)
  3. Locate and note the
    Integration/Datasharing path
     in the Practice CS section.
  4. In UltraTax CS, go to
    Setup
    User Preferences
    .
  5. Go to the
    File Locations
     tab.
  6. In the
    Integrated applications
     section, select
    CS Practice Products
    .
  7. In the list, select
    Practice CS client data
     and confirm the location matches the path you noted from Practice CS.
  8. If it doesn’t match, select
    Modify Location
    , go to the correct folder, and select
    OK
    .

Troubleshoot XML Data Sharing files

  1. Ask all users to close Practice CS.
  2. Using Windows Explorer, go to the Practice CS Integration/Datasharing path found in the System Information portlet.
  3. Open the
    Data
     folder, then the
    Integration
     folder.
  4. Locate any XML files. UltraTax CS creates these files to share information with Practice CS, which then picks them up and deletes them.
  5. If there aren't any XML files, open a client in UltraTax CS, preview the client, and then close it. This process should generate an XML file.
  6. If XML files appear, continue to the next step.
  7. Have 1 user open Practice CS.
  8. Watch the Integration folder. As Practice CS imports the data, the XML files should disappear. This may take several minutes, depending on the amount of data.
  9. Once the XML files are gone, other users can reopen Practice CS.
  10. Monitor the
    UltraTax CS Return History
     portlet. It should update within several minutes, based on the number of clients in your system.

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