Triva isn't available right now.
Check out the support page for our phone number and hours
Backup dialog
Show all expandable content
You can back up (archive) client data, customized documents (such as elections, transmittal letters, filing instructions, and invoices), system settings (such as preparer, reviewer, and staff information), or product settings (such as miscellaneous setup options, custom statements, and invoice pricing).
To open this dialog, choose File then Backup.
note
- If Clients is selected in the drop-down list at the top of this dialog, the open client automatically appears in the Clients to back up pane on the right.
- When you back up data for a client,allof the client's current-year federal, depreciation, and state data is backed up.
- If you are licensed for FileCabinet CS, you can back up multiple items at a time, and can automatically back up client data into FileCabinet CS.
- If theCreate UltraTax CS folder in FileCabinet CS when a new client is added or proforma'dcheckbox is marked on the Setup, Office Configuration, then FileCabinet CS tab, a new drawer with the client's ID will be created automatically in FileCabinet CS when each client is added or proforma'd in UltraTax CS. The new FileCabinet CS drawer will also contain an UltraTax CS folder with the current year-end.
Fields & buttons
Clients, Documents, System Settings, and Product Settings drop-down list
Select the item you want to back up.
note
The options that are available in the Focus group box are determined by the type of item you are backing up.
- SelectClientsto back up client data. (If you are using UltraTax CS in a Virtual Office CS environment, this option includes clients you plan to import into a SurePrep application via XML file.)&
- SelectDocumentsto back up customized documents such as elections, transmittal letters, filing instructions, and invoices.
- SelectSystem settingsto back up customized settings (such as, preparer/reviewer/staff, data locations, interest rates, and custom mailing labels).
- SelectProduct settingsto back up customized settings (for example, federal/state print collations, miscellaneous setup options, invoice pricing, custom statements, and data entry displays).
Clients available to select
Lists all clients who meet the criteria designated in the Focus group box. Highlight the client(s) whose data you want to archive and choose the Select button to move them to the Selected pane on the right.
note
To sort the client list by client ID, name, or entity type, select the word Client ID, Name, or Entity in the title bar of the list pane.
Clients to archive
Lists the clients you have selected to archive.
The open client automatically appears in this list pane. If you do not want to archive the open client's data, highlight the client's name in this list pane and select the Remove button.
note
Tips
- To remove a client from this list, highlight the client and choose the Remove button. The client moves to the Available pane on the left.
- To sort the client list by client ID, name, or entity type, select the word Client ID, Name, or Entity in the title bar of the list pane.
Items available to select
The contents of this list vary depending on what is selected in the
Clients, Documents, System Settings, or Product Settings&
drop-down list at the top of this dialog and the entity type(s) designated in the Focus group box. Highlight the items you want to archive and choose the Select button to move them to the Selected pane on the right.note
The options that are available in the Focus group box are determined by the type of item you are backing up.
- IfDocumentsis selected, all customized documents (including custom statement information) display.
- IfSystem settingsis selected, all customized settings (including preparer/reviewer/staff, data locations, interest rates, and custom mailing labels) display.
- IfProduct settingsis selected, all customized settings (including federal/state print collations, Miscellaneous setup options, invoice pricing, and data entry displays) display.
Items selected to back up
The contents of this list vary depending on what is selected in the
Clients, Documents, System Settings, or Product Settings
& drop-down list at the top of this dialog.- IfDocumentsis selected, UltraTax CS lists the customized documents you selected.
- IfSystem settingsis selected, UltraTax CS lists the customized settings (including preparer/reviewer/staff, data locations, interest rates, and custom mailing labels) you selected.
- IfProduct settingsis selected, UltraTax CS lists the customized settings (including federal/state print collations, Miscellaneous setup options, invoice pricing, and data entry displays) you selected.
note
To remove an item from this list, highlight the item and select the Remove button to move it to the Items Available pane.
Focus group box
Entity types
Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
To include only 1040 clients in the list, clear all checkboxes except the 1040 checkbox.note
Mark the
Other
checkbox to include 990, 5500, 706, and 709 clients in the list.Restore user/default focus options button
Select this button to toggle between the most recent custom focus selection and the default selection.
Preparer/reviewer/staff
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
Exclude clients unchanged since their last backup
This checkbox is marked by default so that only those clients whose data has been accessed (and potentially updated) since it was last archived are listed. Clear this checkbox to change the default setting.
note
This checkbox is available only if
Clients
is selected in the drop-down list at the top of this dialog.Backup data group box
Backup location
Select this option to back up data to an external storage device or other location. This field displays the drive and folder to which the data or documents will be archived. To archive to a different location, select the Modify Backup Location button, or select one of the previous ten backup locations from the drop-down list.
FileCabinet CS
Select this option to back up data to FileCabinet CS (if licensed). Use the drop-down list to select the FileCabinet CS data location where you want to store the backed up data.
Check out selected clients
Mark this checkbox to check out the selected clients' data. By checking out a client's data, you can avoid problems that result from multiple people accessing the same client data simultaneously.
For example, you might mark this checkbox when you take a client's data home or to another office location. If anyone attempts to open the client while you have the data checked out, they will receive a message stating that the data is currently checked out. If the person chooses to open the client anyway, this checkbox will be cleared.
note
- Use the Restore dialog to check client data back into UltraTax CS.
- This checkbox is available in the Backup, Send to File, and Send to Email Recipient dialog.
Modify Backup Location button
To change the drive and/or path to which the data, documents, or updates will be archived, select this button, navigate to the desired location in the Modify Location dialog, and then select OK.
XML option & Modify XML Location button
If you are using UltraTax CS via Virtual Office CS and you use SurePrep applications that import XML files, use these fields to back up an UltraTax CS client's data in XML format for use with your SurePrep application.