Skip to main content
Guidelines
Search
Search UltraTax CS Support Help and Support.

This article applies to:

  • Product: UltraTax CS

Permissions guidelines for CS Professional Suite

You might need to change the Windows permissions to successfully install and use CS Professional Suite applications.
important
Your IT professional should make these changes.
Each user should have a local administrator account.
Users need full control over these directories and subdirectories:
  • C:\Users\[username]
  • C:\Windows\Temp
All users need read, write, and modify access to the network location where your CS Professional Suite applications are installed.
All users need the same permissions for the application and data folders located in X:\WinCSI (where X represents the drive where the application is installed).
If your firm chooses to store data outside of the default WinCSI folder, all CS Professional Suite application data folders must also have read, write, and modify access for all users.

Permissions for all CS Professional Suite applications

All users need full control over the following locations, including any data locations that are not the default.
note
For 64-bit Windows operating systems, use the Program Files (x86) directory instead of the Program Files directory.
  • X:\WinCSI\Licenses
  • X:\WinCSI\Tools
  • C:\Program Files (x86)\Thomson Reuters

Permissions for Accounting CS

Server/network locations:
  • X:\WinCSI\Accounting CS
  • X:\WinCSI\Accounting CS Data
  • The SQL database should have mixed-mode authentication.
Local locations:
  • C:\Program Files (x86)\Creative Solutions\Accounting CS
  • C:\Program Files (x86)\Creative Solutions\QB Data Utility
  • C:\ProgramData\Creative Solutions\Accounting CS
  • C:\Users\[username]\AppData\Local\Creative Solutions\Accounting CS

Permissions for FileCabinet CS

Server/network locations:
  • X:\WinCSI\Cabinet
  • X:\WinCSI\FcabSys
  • X:\WinCSI\FcabData
  • If using a SQL database, it should have mixed-mode authentication.
Local locations:
  • C:\Windows\System32\spool\drivers\x64\3\fcdrv.bud
  • C:\Windows\System32\spool\drivers\x64\3\fcdrv.dll
  • C:\Windows\System32\spool\drivers\x64\3\fcdrv.gpd
  • C:\Windows\System32\spool\prtprocs\x64\csintprt.dll
  • C:\Windows\System32\spool\prtprocs\x64\csintprt.pdb
If you're using FileCabinet CS in a terminal server environment, an administrator needs to set the following permissions on the terminal server so that the FileCabinet CS print driver will work for non-administrator users.
  • C:\Windows\Temp must have ALLOW rights for everything except Write Attributes, Write Extended Attributes, Change Permissions, and Take Ownership.
  • C:\Windows\SYSTEM32\SPOOL\PRINTERS must have ALLOW rights for everything except Delete Subfolders & Files, Change Permissions, and Take Ownership.

Permissions for Fixed Assets CS

Server/network locations:
  • X:\WinCSI\DSW
  • X:\WinCSI\DeprData

Permissions for Planner CS

Server/network locations:
  • X:\WinCSI\$UTPSys
  • X:\WinCSI\UTP
  • X:\WinCSI\UTPData

Permissions for Practice CS

Server/network locations:
  • X:\WinCSI\Practice CS
  • X:\WinCSI\Practice CS Data
  • The SQL database should have mixed-mode authentication.
Local locations:
  • C:\ProgramData\Creative Solutions\Practice CS
  • C:\Program Files (x86)\Creative Solutions\Practice CS
  • C:\Users\[username]\AppData\Local\Creative Solutions\Practice CS

Permissions for UltraTax CS

Server/network locations:
  • X:\WinCSI\UTYY (where YY is the year of UltraTax CS)
  • X:\WinCSI\UTYYSys
  • X:\WinCSI\UTYYData
Local locations:
  • C:\Users\[username]\AppData\Local\Thomson Reuters
  • C:\Users\[username]\AppData\Local\Temp\UTYYData

User Account Control (UAC)

We recommend that you disable UAC because it may interfere with the installation, performance, and functionality of CS Professional Suite applications.
It might not be possible for you to disable UAC if your firm's network or security policy doesn't allow you to do so. Contact your IT professional to find out if there are changes that can be made to UAC.

Related Content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close