Populate Practice CS with client information from UltraTax CS
Import client information from UltraTax CS into Practice CS to avoid duplicate data entry and streamline firm setup.
If your firm is licensed for UltraTax CS, you can populate Practice CS with client information from UltraTax CS, eliminating the need to enter duplicate data.
To turn on client population, follow these steps.
In Practice CS: Integrate the firm with other solutions
- Select . If you have a trial licenses, select theDownload Licensesbutton and follow the prompts to install your license.
- Choose tab.
- Mark theIntegrate this Firm with other solutionscheckbox.noteThis checkbox can be marked for only one firm database at a time.
- SelectEnter.
In UltraTax CS: Populate Practice CS
- From the Help menu, chooseRepair.
- In theRepairwindow, select theMisctab.
- Select theCS Practice Productsoption in the Populate CS Applications group.noteIf theCS Practice Productsoption is unavailable, choose and verify the Practice CS and Practice CS client data locations.
- Select thePopulatebutton.
- Select theDonebutton.noteDepending on the number of clients you are importing, it may take several minutes for your client data to appear in Practice CS. If your client data is not immediately available, wait 5 - 10 minutes and check again.
