Transfer UltraTax CS client information to Practice CS
Before completing the steps in this article, you'll need to:
- Open Practice CS, selectSetup, thenFirm.
- Select thePreferencestab, then mark theIntegrate this Firm with other solutionscheckbox.
- SelectEnter.
You can send a list of all UltraTax CS clients to Practice CS, and can then import the list into Practice CS and update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client. To send this list to Practice CS, complete the following steps.
note
If a client with the same ID already exists in Practice CS, the client will be skipped during the import process.
- In UltraTax CS, selectHelp, thenRepair.
- Select theMisctab.
- Select theCS Practice Productsoption in the Populate CS Applications group box, then select thePopulatebutton. This will send the UltraTax CS client information to Practice CS.noteThis checkbox is available only if you're licensed for Practice CS and have it installed. If Practice CS is installed and this option isn't available, selectSetup,User Preferences,File Locationsand specify the location of Practice CS.
