Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Clients

Restoring items

You can restore 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), or data mining information (such as custom searches, reports, and letters), that you previously backed up to an external storage device, a backup location, or FileCabinet CS (if licensed). To do so, follow these steps:
  1. If items were backed up to an external storage device, insert the device into the computer.
  2. Select
    File
    , then
    Restore
    .
    note
    UltraTax CS defaults to looking for items in drive C. If the information you want to restore isn't in drive C, the
    Clients Not Found
     window opens. Select the option for the item you want to restore, select
    Change Backup Location
    , go to the correct drive and path, and select
    Continue
    .
  3. Select the Data location (if more than 1 data location exists) to restore the data.
  4. Select
    Clients
    ,
    Documents
    ,
    System settings
    ,
    Product settings
    or
    Data Mining
     from the dropdown.
  5. Select the items in the left pane that you want to restore, and choose
    Select
     or
    Select All
     to move items to the right pane.
    note
    To restore items from FileCabinet CS, mark either the
    Clients with backups in FileCabinet CS
     or
    System backups in FileCabinet CS
     checkbox in the
    Focus
     group box and select the data location from the
    Backup
     dropdown.
  6. Select
    Restore
    .
  7. Select
    Done
     when the restore process is complete.
    note
    If you restore only 1 client, the client's return will automatically open after you select
    Done
    , unless the return is password-protected.
note
  • If you're searching for several external storage devices for a particular item, complete the previous steps for the 1st device. If the item isn't on that device, insert the 2nd device and select
    Refresh
    . UltraTax CS will check the 2nd device for the item to restore and will rebuild the list accordingly.
  • The options that are available in the
    Focus
     group box are determined by the type of item you're restoring.
If you restore data that wasn't backed up via
File
, then
Backup
 in UltraTax CS (for example, the data was copied within Windows Explorer), do the following steps to repair and/or rebuild the client list:
  1. Right-click
    Start
     on your computer, and select
    Explore
    .
  2. Go to
    X:\WinCSI\UTYYData
     (where
    X
     is the drive where you store your UltraTax CS data and YY is the application version).
  3. Copy and paste the client data file into the location.
  4. Close Windows Explorer.
  5. Open UltraTax CS, and select
    Help
    ,
    Repair
    , then
    Rebuild Client List
    .
    note
    • When you rebuild the client list, all users will need to close UltraTax CS.
    • The time needed for the application to complete this process may depend on the environment and size of the client database.
Windows file backups
To locate the backup folders, the end user or the IT staff know where the Windows file backups are stored.

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

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close