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Save As dialog
Show all expandable content
Use this dialog to add a new client by copying the open client. All attributes of the old client, except for the client ID, will automatically be copied to the new client.
To open this dialog, open the client you want to copy, then choose File then Save As.
Fields & buttons
Save current client as
Enter up to 11 letters or numbers for the new client's ID. Do not use embedded symbols or blanks. After you enter the new ID and select the Save button, UltraTax CS opens the first input screen for the new client.
note
To take advantage of the integration between UltraTax CS and Fixed Assets CS or between UltraTax CS and Practice CS, you must use the same ID for the client in each application.
Edit the client's Restrict Access properties
Mark this checkbox to open the Restrict Access dialog when the client data is saved with the new client ID. You can use the options in the Restrict Access tab to control which applications can access the client's data and to password protect the client's data.
This article applies to:
- PRODUCT: UltraTax CS,UltraTax CS