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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

Configure the automatic backup of client data into FileCabinet CS

If you have a license for FileCabinet CS, UltraTax CS can automatically back up client data in FileCabinet CS when you close a return in UltraTax CS or after you proforma client data from the prior-year application. To enable this feature, or to set preferences, follow these steps.
  1. Select
    Setup
    , then
    Office Configuration
    .
    note
    Depending on your security configuration, you might be required to enter the master password and select
    OK
     before you can proceed.
  2. Select the
    FileCabinet CS
     tab.
  3. Mark the
    Automatically back up client data to FileCabinet CS
     checkbox.
  4. Select
    Options
     to verify or change backup options.
    note
    For information about specific fields in this window, select
    F1
    .
  5. Select
    OK
     to close the
    Backup Options
     window, then select
    Done
     to close the
    Office Configuration
     window.
note
  • As UltraTax CS automatically backs up client data in FileCabinet CS, a
    Data Backup
     folder is created for each drawer's ID in the
    Folder Window
     list.
  • By default, you can store a maximum of 3 backups per client in FileCabinet CS. You can have a maximum of 1 backup per day.

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