This article applies to:

Product: UltraTax CS
Return type: 1040 Individual

Specify or modify the BNA data drive or path

Follow these steps to specify or modify the drive or path where the UltraTax/1040 client's data will export to BNA. Your drive and path specifications apply to all UltraTax/1040 clients.

You'll need to take these steps if either of the following apply:

This is your first export of data to BNA.

BNA client data location
in the

BNA Export

window is wrong.

You don't need to update the BNA client data location after the first-time setup. However, if you want to export UltraTax/1040 client data to a different directory or to a different disk drive, you'll need to update the BNA client data location.

Select Utilities
, Third Party
, then BNA (Export)
.

Select Change Path
.

Select Other
.

Select the Modify Location
button.

Select BNA client data
in the list.

Select the drive and path, then OK
.

Select OK
again.

Justly Prudent achieves 5 times the ROI with CoCounsel

AI that delivers

Speed meets confidence

Streamlined matter management

Compliance without complexity

CoCounsel Legal

CoCounsel Tax

Global Classification AI

CLEAR Investigate

Tax Quickfinder

Small firms

CoCounsel Legal

Contact sales

CoCounsel Tax

Contact sales

ProView

Chosen by changemakers

Legal enhancements

This article applies to:

Specify or modify the BNA data drive or path