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Integrate with 3rd party

Import data from third-party accounting applications

Before importing data, you'll need to have:
  • Entered tax codes into the application from which you're exporting data.
    note
    You can import from Dillner's FCAS, Client Ledger System, CaseWare Working Papers, Accountant's Relief, Accounting for Practitioners, Universal Business Computing Company, and Prosystem fx Engagement
  • Completed the export task in that application.
  1. Open or add the client into whose record you want to import data.
    note
    Each import utility imports data for only certain entity types.
    • Dillner's FCAS (1040, 1120, 1065, 990).
    • Client Ledger System (1120 and 1065).
    • CaseWare Working Papers (1120, 1065, 990).
    • Accountant's Relief (1040, 1120, 1065).
    • Universal Business Computing Company (1040, 1120, 1065).
    • Accounting for Practitioners (1040, 1120, 1065).
    • Prosystem fx Engagement (1040, 1120, 1065, 990).
  2. To open the import window, select
    Import
     for the application you'll import from.
    note
    Import commands for the following applications are available only if you have a valid application license: Client Ledger System and CaseWare Working Papers.
    Import is also available only after you have:
    • Opened or added the UltraTax CS client that will receive the imported data.
    • Specified the path for data (by going to
      Setup
      ,
      User Preferences
      ,
      File Locations
      ,
      Other
       and using
      Modify Location
      .
    After you've specified the data location, you can select the application by going to
    Utilities
    , then
    Third Party
    .
  3. If the location isn't the drive and/or path from which you want to import client data, select
    Change Location
     to specify the correct path.
  4. Select the client whose data you want to import into the open UltraTax CS client.
    note
    UltraTax CS only shows clients of the same entity type as the open UltraTax CS client.
  5. Select
    Import
    .

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization

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