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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

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.
  1. In UltraTax CS, select
    Help
    , then
    Repair
    .
  2. Select the
    Misc
     tab.
  3. Select the
    FileCabinet CS
     checkbox in the Populate CS Applications group box.
  4. If you want an UltraTax CS folder in FileCabinet CS, mark the
    Create an UltraTax CS folder in FileCabinet CS clients
     checkbox.
  5. Select
    Populate
    .
    note
    The FileCabinet CS checkbox is only available if you've FileCabinet CS installed. If the checkbox is still not available, select
    Setup
    ,
    User Preferences
    , the
    File Locations
     tab,
    FileCabinet CS
    , then change the location as needed.

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