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Integrate with CS Suite

Retrieve engagement balances from Engagement Manager

You can use tax codes to import general ledger or engagement balances into UltraTax CS from other applications. The following steps are for Engagement Manager.
  1. Select
    Setup
    ,
    User Preferences
    , then mark the
    Enable import from Engagement Manager
     checkbox on the
    Misc
     tab.
  2. Select
    Utilities
    , then
    Engagement Manager (Import)
    .
  3. In the Clients available to transfer pane, select the clients with balances to transfer, then use
    Select
    .
    note
    Only clients that are the same entity type as the UltraTax CS client are listed in this screen.
  4. Select the engagement to import.
    note
    Use the Data to import group box to choose either the current or prior year engagement balances to import.
  5. Select
    OK
     to return to the import screen.
  6. When you're ready to transfer data, select
    Import
    .
  7. When the transfer is finished, select
    Done
    .

This article applies to:

  • PRODUCT: UltraTax CS,Engagement Manager
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary

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