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Transfer UltraTax CS client information to FileCabinet CS
You can create blank client folders in FileCabinet CS for UltraTax CS clients. To create this list in FileCabinet CS, complete the following steps.
- In UltraTax CS, selectHelp, thenRepair.
- Select theMisctab.
- Select theFileCabinet CScheckbox in the Populate CS Applications group box.
- If you want an UltraTax CS folder in FileCabinet CS, mark theCreate an UltraTax CS folder in FileCabinet CS clientscheckbox.
- SelectPopulate.noteThe FileCabinet CS checkbox is only available if you've FileCabinet CS installed. If the checkbox is still not available, selectSetup,User Preferences, theFile Locationstab,FileCabinet CS, then change the location as needed.
This article applies to:
- PRODUCT: FileCabinet CS,UltraTax CS
- Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax,FBAR FinCEN 114