Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Integrate with CS Suite

Reasons why UltraTax CS invoices don't transfer to Practice CS

You can export invoice information created in UltraTax CS to Practice CS. Practice CS can then accept this invoice information, update the client's accounts receivable balance, and process payments for the invoices.
Use the following information to troubleshoot why UltraTax CS invoices don't transfer to Practice CS.

Integration options in Practice CS

Follow these steps to turn on integration options in Practice CS.
  1. In Practice CS, select
    Setup
    , then
    Firm
    .
  2. Select the
    Preferences
     tab.
  3. Mark the
    Integrate this Firm with other solutions
     checkbox.
    note
    You may get a message that another database already has this option selected. Only 1 database can have the option selected. If you believe this message is an error (as can sometimes happen after an update) or you want to switch the option to your current database, select
    Yes
    .
  4. Select
    Enter
     to close Firm Setup.

File locations in UltraTax CS

Make sure to set up file locations in UltraTax CS to point to your installation of Practice CS.

Status events

Follow these steps to add a status event that will send UltraTax CS invoices to Practice CS.
  1. In UltraTax CS, select
    Setup
    , then
    Office Configuration
    .
  2. Select the
    Status
     tab.
  3. Select
    Add
     to add a new event that will send the invoice to Practice CS when selected. Select
    Edit
     to change an existing event to send the invoice to Practice CS when selected.
    note
    If you select
    Add
    , enter a name for the event in the
    Event description
     field.
  4. Mark the
    With the log of this event, forward invoice to CS Practice Products
     checkbox.
  5. Select
    Enter
    , then
    OK
    .

Preview or print the return

If the invoice transfers over with a 0 or incorrect balance, make sure to preview or print the return before selecting the status event designated to export the invoice to Practice CS. If you make any changes to the return that might change the content or amount of the invoices, make sure to preview or print the return again.

This article applies to:

  • PRODUCT: UltraTax CS,Practice CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,990 Exempt Organization,1041 Fiduciary,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax,5500 Beneficiary Plan

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close