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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Back up items

You can back up client data, customized documents (such as elections, transmittal letters, filing instructions, and invoices), system settings (such as preparer, reviewer, and staff member information), product settings (such as miscellaneous setup options, custom statements, and invoice pricing), and data mining information (such as custom searches, reports, and letters) to an external storage device, a backup location, or FileCabinet CS (if licensed).
To do so, follow these steps.
  1. Select
    File
     then
    Backup
    .
  2. Select
    Clients
    ,
    Documents
    ,
    System settings
    ,
    Product settings
    , or
    Data Mining
     from the dropdown.
  3. Select the items you want to back up then select
    Select
     or
    Select All
     to move the items.
  4. Verify that the backup location is correct. If it isn't, select
    Modify Backup Location
    , go to the correct drive and path, then select
    OK
     to return to the
    Backup
     window.
    note
    • If you have a license, you can back up items in FileCabinet CS. The paths in the FileCabinet CS dropdown are defined in FileCabinet CS.
    • You can mark the
      "Check out" selected clients
       checkbox to indicate that you're taking the client's data home or to another location.
  5. Select
    Backup
    .
  6. Select
    Done
     when the backup process completes.
note
The options available in the
Focus
 group box are determined by the item you're backing up.

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