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Send to Email Recipient or Send to File Location dialog

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Use the
Send to Email Recipient dialog
 to send client data, documents, system settings, product settings, or updates to an encrypted file which UltraTax CS will attach to a blank email message. This file can also be password-protected.
To open the Send to Email Recipient dialog, choose File then Send to and select Email Recipient.
Use the
Send to File Location dialog
 to send client data, documents, system settings, product settings, or updates to an encrypted file which you can password protect for additional security. UltraTax CS will create this file in the folder which you specify in this dialog.
To open the Send to File Location dialog, choose File then Send to and select File.
note
  • This dialog is not used to send tax returns to your clients in Portable Document Format (PDF) files. To do so, choose File then Print Returns, select the
    Client copy
     checkbox, mark the
    Electronic delivery
     checkbox, and then select the
    Email PDF
     option.
  • If your email service supports Messaging Application Programming Interface (MAPI) protocol, use the Send to Email Recipient dialog to have UltraTax CS automatically open an email message and attach the data items.
  • If your email service does not support MAPI protocol, save the data items using the Send to File Location dialog, create your message and manually attach the file you created.
  • This dialog is not used to email PDF client organizers to clients using the UltraTax/1040 Client Organizer. To do so, choose File then Print Organizers and select the
    Email PDF
     or
    PDF to file in
     options, as appropriate.

Fields & buttons

Clients, Documents, System Settings, Product Settings, and Updates
Select the type of item you want to send to file from this drop-down list.
  • Select
    Clients
     to send client data.
  • Select
    Documents
     to send client documents.
  • Select
    System settings
     to send System settings data.
  • Select
    Product settings
     to send Product settings data.
  • Select
    Updates
     to send application updates downloaded via CS Connect. If you select
    Updates
    , all fields in the Focus group box are not available because all application updates must be sent together to ensure compatibility.
Items available to select
All items that meet the criteria defined in the Focus group box are listed here.
note
Tips
  • To remove an item from this list, highlight it and select the Remove button. The item 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 selected
Lists all items selected to send to file or email.
note
Tips
  • To remove an item from this list, highlight it and select the Remove button. The item 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.
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 dialog 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 Location, and Send to Email Recipient dialog.

Focus group box

Entity type
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.
Event
This field displays the selected status event by which the client list is focused and the sorting criteria for that event. To limit the client list by a different status event or to change the sorting criteria, select the Modify button to open the Modify Event Focus dialog.
Modify button
Select this button to change the selection in the adjacent field.

Password data protection

Password
If desired, enter the password you want to use to password protect the file to which the selected items will be sent. Enter the same password in the
Verify
 field.
Verify
Enter the password that you entered in the
Password
 field again to verify that it is correct.
note
This field is not available unless you entered a password in the
Password
 field.
note
The following fields are available only in the Send to File Location dialog.
File destination
Displays the location to which the file will be sent. Note that you can't send this file to your C:/ drive. You must modify the location to a folder or network drive. To change this location, select the Modify Destination button, navigate to the appropriate location, and select OK.
note
This field is not available in the Send to Email Recipient dialog.
Modify Destination button
To change the location to which the file(s) will be sent, select this button. Then navigate to the desired folder, and select OK.
note
This button is not available in the Send to Email Recipient dialog.

This article applies to:

  • PRODUCT: UltraTax CS

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