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Integrate with CS Suite

Import Schedule C data from OnBalance to UltraTax 1040 return

If you're licensed for OnBalance Self-Employed, you can import a client's Schedule C amounts from that application into the client's 1040 tax return in UltraTax CS.
  1. With the client's 1040 return open, select
    Utilities
    , then
    OnBalance Import
    .
  2. In the
    Import from OnBalance
     window, select the OnBalance client that corresponds to the open 1040 return.
  3. Select
    Import
     to begin the import process.
    note
    • If the client's ID isn't available to import, select
      Email Registration
      , enter the client's email address, then select
      Send
      .
    • To get correct mileage information, we recommend your clients give you the Tax Summary Report from OnBalance. You may need to replace the imported mileage amount with the amount from the Tax Summary Report. Your clients can generate this report in OnBalance.
    • OnBalance Express doesn't integrate with UltraTax CS.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual

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