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Rename a client's ID

Learn how to rename a client's ID, and get guidance on the best uses and implications of renaming versus creating a new client copy.
Renaming a client's ID in CS Professional Suite can affect data integration and management between applications such as Fixed Assets CS and UltraTax CS.
Use
Rename
 when you want to change a client’s ID across all years and files. Use
Save As
 if you want to create a new client while retaining the original client’s historical data. Always consider the impact on prior-year data and integration before making changes.
Rename
:
  • Renames all files associated with a client, including prior-year depreciation data files.
  • After renaming, the original client files under the old ID no longer exist—all files are now under the new ID.
Save As
  • Creates a new copy of all files under a new name, including prior-year data files.
  • Both the original and new client files exist independently.
  1. Rename a client's ID
  2. Select
    File
    , then
    Rename
    .
  3. In the
    Rename Client
     window, select the client whose ID you want to rename.
    note
    To find a client, enter the first few characters of the client's ID in the search field. You can also select
    Name
     in the title bar of the list and enter the first few characters of the client's name.
  4. Select
    Rename
    .
  5. In the
    Rename
     window, enter the new client ID.
  6. Select
    OK
    .
  7. Select
    Close
    .
note
  • Select
    Client ID
    ,
    Name
    , or
    Entity
     in the title bar of the list to sort the client listing by that characteristic.
  • Use the
    Focus
     section to limit the clients who appear in the client listing by entity type and/or preparer/reviewer/staff.
  • You can't change the name of a client's ID after sending an electronic return until you get all acknowledgments.

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

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