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Integrate with CS Suite

Transfer UltraTax CS client information to Practice CS

Before completing the steps in this article, you'll need to:
  1. Open Practice CS, select
    Setup
    , then
    Firm
    .
  2. Select the
    Preferences
     tab, then mark the
    Integrate this Firm with other solutions
     checkbox.
  3. Select
    Enter
    .
You can send a list of all UltraTax CS clients to Practice CS, and can then import the list into Practice CS and update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client. To send this list to Practice CS, complete the following steps.
note
If a client with the same ID already exists in Practice CS, the client will be skipped during the import process.
  1. In UltraTax CS, select
    Help
    , then
    Repair
    .
  2. Select the
    Misc
     tab.
  3. Select the
    CS Practice Products
     option in the Populate CS Applications group box, then select the
    Populate
     button. This will send the UltraTax CS client information to Practice CS.
    note
    This checkbox is available only if you're licensed for Practice CS and have it installed. If Practice CS is installed and this option isn't available, select
    Setup
    ,
    User Preferences
    ,
    File Locations
     and specify the location of Practice CS.

This article applies to:

  • PRODUCT: Practice CS,UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization

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