Rename dialog

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Use this dialog to enter a new ID for the client selected in the Rename Client dialog. After you enter the new ID and select the OK button, UltraTax CS changes the client's ID and closes this dialog.
To open this dialog, select the Rename button in the Rename Client dialog.
note
Password-protected clients will not appear for selection unless they are the open client.

Fields & buttons

The old client ID is
Displays the current ID of the client whose ID you have chosen to rename.
The new client ID is
Enter up to 11 letters or numbers for the new ID. Do not use embedded symbols or blanks.
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.

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