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Errors

Missing or lost data

If all client data, other than the Social Security Number (SSN) or Employer Identification Number (EIN), is missing after opening the client, the following instructions may help recover the missing data.
note
  • Your network technician should fully assess application and error logs, network connectivity, interference by third-party solutions (including antivirus software), and other possible causes to determine why this occurred.
  • Lost or missing data is typically a result of a loss of communication between the workstations and the server, where the information isn't being saved back to the network data location. To help resolve this issue, UltraTax CS provides an option on the
    Setup
    ,
    User Preferences
    , then
    Misc
     tab to improve performance using a local drive. This option will need to be marked on each workstation.

Resolution

Follow these steps to determine if the data can be recovered:
  1. Close the client in UltraTax CS.
  2. Go to the client's data directory,
    Z:\WinCSI\UTYYDATA\XXXX
    , where Z is the drive letter where the data is stored, YY represents the UltraTax CS version/year of the application, and XXXX represents the client ID.
  3. Determine whether the client data folder contains the following file:
    XXXX.UTY_
    , where XXXX is the Client ID. The underscore indicates that this is a temporary file and is intended to replace the .UTY file automatically. Sometimes this process is interrupted.
    note
    This file will contain all of the client's data from the beginning of the data entry session that ended abnormally. If this
    XXXX.UTY_
     doesn't exist, the data can't be recovered unless you have a separate backup of the client files.
  4. If the
    XXXX.UTY_
     file exists, locate the
    XXXX.UTY
     file, where Y is the UltraTax CS version/year of the application. Rename this file to
    XXXX.OLD
    . To rename the file, right-click on the file and select
    Rename
    .
  5. Rename the
    XXXX.UT_ file
     to
    XXXX.UTY
    , where .UTY represents the year of UltraTax and XXXX is the Client ID (for example, XXXX.UT8).
  6. Reopen the client and the information should be restored. When you determine that the data was recovered, you may delete the .OLD file.
If you're unable to recover the missing data following the steps earlier, then the next best option is to restore the client from backup. If you use a third-party backup system or software, consult your qualified IT professional to restore the client data.
You may also try to restore the client files in the UTYYData folder using
Windows Backup
 if you have system protection enabled. For instructions, refer to the "Can I restore a file or folder that was deleted or renamed?" section of Microsoft's topic on restoring previous versions of a file and folder.

This article applies to:

  • PRODUCT: UltraTax CS,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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