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Integrate with 3rd party

Integration with other applications

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UltraTax CS integrates with CS Professional Suite applications, other Thomson Reuters applications, and many 3rd party applications.
important
For integration to work properly, you'll need to specify the data paths in UltraTax CS.

CS Professional Suite

note
Data sharing is a method of integration with CS Professional Suite.
  • Data sharing helps you set up client information.
  • Data sharing works within UltraTax CS to enter new employee or client data using data from another employee or client with a matching Social Security Number (SSN) or Employer Identification Number (EIN).
  • Data sharing can also transfer data between: Accounting CS, Workpapers CS, Practice CS, FileCabinet CS, and Fixed Assets CS.
Accounting CS
You can import general ledger balances from Accounting CS into UltraTax CS. Assign or correct tax codes in your Accounting CS Client database, then use the
Import from Accounting CS
 window to transfer the balances.
FileCabinet CS
  • Store UltraTax CS documents in FileCabinet CS.
  • Back up your client UltraTax CS client data into FileCabinet CS.
  • Create blank client folders in FileCabinet CS for UltraTax CS clients.
Fixed Assets CS
Access data for Fixed Assets CS clients in the UltraTax CS asset module, and vice versa, provided that client IDs are identical.
NetClient CS
Deliver your client's tax returns to them on a NetClient CS portal.
Deliver a web client organizer to your client through a NetClient CS portal.
Planner CS
Create plans for your UltraTax/1040 clients by exporting 1040 client data into Planner CS.
note
Export is not turned on in Planner CS in the initial releases for a given tax year. They are available by installing the UltraTax/1040 and Planner CS updates usually released in February.
Practice CS
  • Export invoice information from UltraTax CS when a certain status event is logged for a client.
  • Complete Practice CS tasks and projects when you log status events for a client.
  • Send a list of all UltraTax CS clients to Practice CS, and use it to update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client.
Workpapers CS
Import general ledger balances from Workpapers CS into UltraTax CS. Assign or correct tax codes in your Workpapers CS Client database, then use the
Import from Workpapers CS
 window to transfer the balances.
Engagement Manager
Import Engagements from Engagement Manager into UltraTax CS.
  1. Assign or correct tax codes in Engagement Manager.
  2. Select
    Setup
    ,
    User Preferences
    , then
    Misc
    .
  3. Mark the
    Enable import from Engagement Manager
     checkbox.
  4. Use the
    Import from Engagement Manager
     window to transfer the balances.

Other Thomson Reuters applications

Onvio
You can share general client data between Onvio and UltraTax CS via Onvio Link.
  1. In Onvio Link settings, verify the file location for UltraTax CS client data and mark the
    Enable Data Sharing
     checkbox.
  2. In UltraTax CS, go to
    Setup
    ,
    User Preferences
    , the
    File Locations
     tab,
    Other
    , then
    Onvio
     to verify the Onvio data path.
Onvio includes the following applications.
  • Onvio Documents
    : send tax returns and other documents from UltraTax CS to Onvio Documents.
  • Onvio Workpapers
    : import client account balances from Workpapers into UltraTax CS.
GoFileRoom
You can configure UltraTax CS to send documents to GoFileRoom to store tax returns there.
Checkpoint
You can access our Checkpoint research application from within UltraTax CS.
RIA Form/Line Finder
RIA Form/Line Finder integrates with UltraTax CS in form view. Use this feature to search by specific forms and line numbers. Then, Checkpoint locates and displays the section for you to review.
PPC Deskbooks
From any section of an input screen in UltraTax/1040, 1065, 1041, 1120 and 1120S you can go to the key issues, illustrations, and practice aids in PPC's core tax compliance Deskbooks.
Quickfinder on ProView
To access Quickfinder from within UltraTax CS, go to
Setup
,
User Preferences
, then mark the checkbox for Quickfinder on the
Research
 tab.

3rd party applications

Before you can import data from the following applications, you'll need to:
  1. Specify client data and integrated application file locations
  2. Enter the tax codes into the application from which you're exporting data
  3. Complete the export task in that application.
  • Accountant's Relief
  • Accounting for Practitioners
  • CaseWare Working Papers
  • Client Ledger System
  • Dillner's Full Contact Accounting System (FCAS)
  • Universal Business Computing Company
  • ProSystem fx Engagement
  • SafeSend

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