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Integrate with 3rd party

Set up and use integration with CaseWare Working Papers

Before taking these steps, you'll need to have assigned tax codes.
You can integrate 1120, 1065, and 990 returns with CaseWare Working Papers. Use the Tax Code Listing to associate account balances to tax forms.
  1. Create the export file:
  2. In CaseWare, select
    File
    ,
    Export
    , then
    Tax Software
    .
  3. Select
    UltraTax CS
    .
  4. Verify the export path is correct.
  5. Enter the
    Export file name
    .
  6. Select
    OK
    .
  7. Import the file from UltraTax CS:
  8. In UltraTax CS, select
    Utilities
    ,
    Third Party
    , then
    CaseWare Working Papers (Import)
    .
  9. Verify that the data path is correct.
    note
    This is a one-time setup. The next time you import, the data path will be the same.
  10. Select the
    Client ID
     then
    Import
    .
  11. When the process is complete, select
    OK
    .
Internal use only
There's no charge for the CaseWare license. Add the license by submitting an EOR in Flash.
  • If a firm is upgrading from a PRP to an unlimited product, transfer to Customer Service.
  • If a firm is adding network seats, time keepers, a PRP license, a BNA bridge, or an alternate preparer block, transfer to Sales.
If the
CaseWare Working Papers (Import)
 option is not available by going to
Utilities
, then
Third Party
:
  • The license file may be missing:
    • Check if the
      IyCWname.dat
       (where "
      y
      " is the year of the application) license file is located under
      X:\WinCsi\Licenses\UTYY
       (where
      X
       is the drive where the application is installed, and
      YY
       is the year of UltraTax CS)
    • If you're missing this license file, contact Customer Service.
  • Client data can't be imported into this entity. You can only import client data from CaseWare into the 1120, 1065, and 990 entities.
If
CaseWare Working Papers import
 doesn't import all amounts, check whether your antivirus application scans the WinCsi directory. If it does, exclude this directory from the scan because it can interfere with the import.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1120 Corporation,1065 Partnership,990 Exempt Organization
  • Subject: Integration

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