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This article applies to:

  • Product: UltraTax CS

UltraTax CS system information

This information is intended for your qualified IT professional to use while planning for changes such as server migrations, installing, configuring, and troubleshooting UltraTax CS. This can also help you share technical details of UltraTax CS with other staff members in your office or when discussing an issue with our Support team.
important
  • Any mention of
    YY
      in this article represents to the year of UltraTax CS you're working with. For example,
    UTYY
     is
    UT24
     for UltraTax CS 2024.
  • The directory paths listed assumes UltraTax CS was installed using the default
    WinCSI
     directory. If you install UltraTax CS to a different directory, adjust accordingly.

Directories

There are 4 main directories:
Directory
Description
\WinCSI\UTYY
This contains program level files and folders to run the UltraTax CS application.
\WinCSI\UTYYSys
This is UltraTax CS system data. This consists of configuration files for global settings and file locations, lock files, user specific preference files, and temporary folders for various print jobs and CS Connect transmissions.
\WinCSI\UTYYData
This is the default data location for UltraTax CS client data. If you have multiple data locations, there will be more than one folder with client data, and this name may be different.
\WinCSI\DeprData
This is the default data location for Fixed Assets CS client data. It integrates with the Fixed Assets CS application.
Secondary Directories
Directory
Description
\WinCSI\UTYYONESOURCE
This is UltraTax CS ONESOURCE Trust Tax data.
\WinCSI\UTYYPRDATA
This is UltraTax CS Payroll data.
\WinCSI\UTYYSCAN
This is UltraTax CS Bar Code Scan data.
\WinCSI\UTYYSOURCEDE
This is UltraTax CS Source Data Entry data.

Lock Files

Lock files restrict access to files within UltraTax CS by allowing only one user or process access at any specific time.
There are several types of lock files:
File Name
Description
Details
UID.<UID>
User lock file
This file exists when a user opens UltraTax CS.
UIDk1.<UID>
UltraTax CS Bar Code Scan user lock file
This file exists when a user opens the UltraTax CS Bar Code Scanner.
UIDSDE.<UID>
UltraTax CS Source Data Entry user lock file
This file exists when a user opens the UltraTax CS Source Data Entry application.
<Client ID>
Client lock file
This file exists when a client is open or "checked out" to prevent another user from accessing the same client.
SPRF.<UID>
Proforma screen lock file
This file exists when a user is accessing the Proforma screen.
SDMINEC.<UID>
Data mining screen lock file
This file is created when a user is accessing UltraTax CS data mining.
note
<UID> represents the user's identification. UltraTax CS pulls this ID from the computer name in your Windows operating system.
There are 4 main locations for lock files:
Directory Path
Description
\WinCSI\UTYYSys\UID
This directory has a user lock file for every user who has UltraTax CS open.
\WinCSI\UTYYData\$TAXCID
This directory has client lock files, which prevent other users from accessing UltraTax CS client data that is open or in use.
\WinCSI\DeprData\$DEPCID
This directory has client lock files for Fixed Assets CS. It prevents other users from accessing Fixed Assets CS or UltraTax CS depreciation client data that is open or in use.
\WinCSI\UTYYData\$TAXSID
The directory has  screen lock files, which prevent other users from accessing screens that is open or in use.

User-specific files

User-specific files are unique files for each user of UltraTax CS.
In the
\WinCSI\UTYYSys
 directory, the following files can exist.
User-specific files in \WinCSI\UTYYSys
File Name
Description
_Yusk1.<UID>
Bar Code scan user preference file
_YUSSDE.<UID>
Source Data Entry user preference file
_YUSUMSC.<UID>
User preference / control file
_YUSSPLD.<UID>
Print spool data file
_YUSSPLP.<UID>
Print spool index file
_YUSSPLR.<UID>
Print spool index file
In the
\WinCSI\UTYYData\$sysdata
 directory, the following can exist.
User-specific files in
\WinCSI\UTYYData\$sysdata
File Name
Description
xyDBCRES.<UID>
Result of the user's last search
note
<UID> represents the user's identification. UltraTax CS pulls this ID from the computer name in your Windows operating system.

Global files

There are multiple files used by UltraTax CS that affect all users in the program. There are two primary data locations where these global files reside. Below are some of the integral program files:
In the
\WinCSI\UTYY
 directory, the following global files can exist.
Global files in
\WinCSI\UTYY
File Name
Description
utwYY.exe
The executable file that opens and runs UltraTax CS.
utwYYk1.exe
The executable file that opens and runs UltraTax CS Bar Code Scan.
utwYYsde.exe
The executable file that opens and runs UltraTax CS Source Data Entry
In the
\WinCSI\UTYYSys
 directory, the following global files can exist.
Global files in
\WinCSI\UTYYSys
File Name
Description
UTYYHome.MHT
This file is the home page file, where YY indicates the platform year for UltraTax CS. To disable the home page for all users, rename the .MHT extension to .NA.

Client data

In the
\WinCSI\UTYYData\[Client ID]
 directory, the following global files can exist.
File Name
Description
e[Client ID].UTy
This file is UltraTax client data, where 'e' represents the entity type and 'y' represents the last digit of the tax year
*.XXyy
This file is the data sharing and integration file for the client, where * represents any characters and 'yy' represents the last two digits of the tax year

Data location files

Directory Path
File Name
Description
\WinCSI\UTYYData
CltList.WTY
This file contains drawer list information for this data location
Directory Path
File Name
Description
\WinCSI\UTYYData\$sysdata
ELFSTAT.DAT
This filecontains data in electronic filing information found via View > Electronic Filing Status

Temporary Files

Directory Path
Description
C:\Users\<user>\AppData\Local\Thomson Reuters
This directory temporarily holds UltraTax CS client data when a client is opened by a user. When a client is saved or closed, the data will be pushed back to the UTYYData directory or primary data location for UltraTax CS.

Office configuration files

Directory Path
Description
\WinCSI\UTYYSys\$OFFICE\<office>
This directory contains files for the given office configuration. Each office will have its own directory.

File Details

You can view installed program files and their details (e.g. version, UT version, size, date/time). To view the file details, go to
Help
Repair
Misc
View File Details
.

Installation Prerequisites

There are several operating system prerequisites to run UltraTax CS, including Microsoft .NET Framework, and Microsoft Visual C++. The desktop setup for UltraTax CS will check that your workstation has these components and install the prerequisites that are missing. If you need to reinstall or repair the separate components required to run UltraTax CS, see the table below for the installation files.
note
We recommend consulting a qualified IT professional when repairing, uninstalling, or reinstalling components of your operating system.
Directory Path
File Name
Description
\WinCSI\UTYY\Desktop
Setup.exe
Executable file to run UltraTax CS desktop setup
\WinCSI\UTYY\Desktop\dotnetfx
dotNetFx40_Full_x86_x64.exe
Executable file to install or repair Microsoft .NET Framework 4.0
\WinCSI\UTYY\Desktop\vcredist_x86\2010
vc_red.msi
Installer file to install or repair Microsoft Visual C++ 2010
\WinCSI\UTYY\Desktop\vcredist_x86\2012
vcredist_x86.exe
Executable file to install or repair Microsoft Visual C++ 2012

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