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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

Set up multiple data locations

You can add extra data locations in UltraTax CS so multiple firms can store their data separately.
If you're licensed for office share or branches, setting up different data locations lets each office maintain their own clients, documents, preparer information, and user preferences.
Although it's not typical, a single firm can add multiple data locations. One example is firms that want a separate data location for each preparer.
note
If you want to add a client data location on your local drive for personal or experimental use, we don't recommend using this method. Instead, set up a personal data location in
Setup
,
User Preferences
, then
File Locations
.
  1. Depending on your setup, create a folder on the network or computer where you want to store your other data. This is the location of your new data location.
    note
    When UltraTax CS is on a network, it's unusual for a data path to point to a location on a local hard drive. If you add a data path that's on your local hard drive, UltraTax CS asks you to verify the location.
  2. Open UltraTax CS.
  3. Go to
    Setup
     and select
    System Configuration
    .
  4. Go to the
    Data Locations
     tab.
  5. Select
    Add Data Location
    .
  6. Enter an
    Alias
    . Most of the time this is the name of the branch or office.
  7. Select
    Enter Path
    .
  8. Browse to the folder you created in step 1.
  9. Select the folder then select
    OK
    .
  10. The Depreciation data location field should automatically populate. If it doesn't or if it has the wrong path, select
    Enter Path
     and choose the correct one.
  11. Select
    OK
     to close
    System Configuration
     window.
After you add the data location, UltraTax CS automatically copies client documents and other configurable files to each new data location.

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