Email or export client data from UltraTax CS or Fixed Assets CS
Follow these steps to create unencrypted CSD files of client data in UltraTax CS or Fixed Assets CS that you can email or send to a file location.
important
A CSD file type is specific to UltraTax CS and Fixed Assets CS. You'll need to have them installed in order to open or restore client data. Make sure the recipient of this data has UltraTax CS or Fixed Assets CS installed (depending on what you're sending) so they can open the file.
Email client data
You'll need to have a MAPI-compliant email software (such as Outlook) to email client data using this method. If you don't, use the method to send client data to a file location. This will let you manually attach the file as an attachment to an email.
- In UltraTax CS or Fixed Assets CS, selectFile,Send to, thenEmail Recipient.
- Double-click the client.
- Optional:Password protect the client information by entering a password in the given field.
- SelectOK.
Once you select
OK
, UltraTax CS or Fixed Assets CS will prompt your email software to create the email. Enter an email address in the given field and send.tip
If your email software is MAPI-compliant and doesn't open and create an email, make sure you have the correct email software in
System Settings
then Default Apps
. If it still doesn't work, use the following method and manually attach the CSD file to an email.Send client data to a file location
- In UltraTax CS or Fixed Assets CS, selectFile,Send to, thenFile.
- Double-click the client.
- Optional:Password protect the client information by entering a password in the provided field.
- SelectModify Destinationto set the file location where you want to send the client data.
- SelectOK.
