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This article applies to:

  • Product: Fixed Assets CS,UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax,5500 Beneficiary Plan,FBAR FinCEN 114

Transfer depreciation data from Fixed Assets CS

If you use Fixed Assets CS, you can easily integrate it with UltraTax CS so that Fixed Assets CS automatically transfers client depreciation data to the UltraTax CS asset module.
To integrate UltraTax CS with Fixed Assets CS:
  1. Select
    Setup
    , then
    User Preferences
    .
  2. Select the
    File Location
     tab in both applications to verify that both applications have the same directory specified for Depreciation client data.
    note
    If necessary, change the setting in UltraTax CS to match Fixed Assets CS.
In most cases, Fixed Assets CS automatically shares data with the corresponding UltraTax CS clients without any action needed by you. Follow these steps if you want to transfer Fixed Assets CS data into the open UltraTax CS client manually.
  1. Open the client in UltraTax CS.
  2. Select
    Utilities
    , then
    Fixed Assets CS (Import)
    .
    UltraTax CS updates the client's depreciation data with the Fixed Assets CS data.

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