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.
- Create the export file:
- In CaseWare, selectFile,Export, thenTax Software.
- SelectUltraTax CS.
- Verify the export path is correct.
- Enter theExport file name.
- SelectOK.
- Import the file from UltraTax CS:
- In UltraTax CS, selectUtilities,Third Party, thenCaseWare Working Papers (Import).
- Verify that the data path is correct.noteThis is a one-time setup. The next time you import, the data path will be the same.
- Select theClient IDthenImport.
- When the process is complete, selectOK.
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 theIyCWname.dat(where "y" is the year of the application) license file is located underX:\WinCsi\Licenses\UTYY(whereXis the drive where the application is installed, andYYis 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. 
