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Import from Accounting CS, Workpapers CS, or Onvio Workpapers dialog

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Use this window to retrieve general ledger balances from Accounting CS, Workpapers CS, or Onvio Workpapers into the open UltraTax CS client. Note that
only
 data from Accounting CS, Workpapers CS, or Onvio Workpapers clients that are the same entity as the open UltraTax CS client are available for retrieval.
To open this window, select Utilities, then Accounting CS (Import), Workpapers CS (Import), or Onvio Workpapers (Import). Note that this window is available only when a client's return is open.

Fields and buttons

Clients available to transfer
All Accounting CS, Workpapers CS, or Onvio Workpapers clients that match the entity type of the open UltraTax CS client are listed here. Select the client(s) whose general ledger balances you want to transfer and select the Select button to move them over to the Clients to transfer pane.
note
Tips
  • You must select Accounting CS, Workpapers CS, or Onvio Workpapers clients that are the same entity type as the UltraTax CS client into whom you are retrieving data.
  • After you have selected Accounting CS, Workpapers CS, or Onvio Workpapers clients, select Import to import the general ledger data into the UltraTax CS client.
Clients to transfer
Lists the Accounting CS, Workpapers CS, or Onvio Workpapers clients whose general ledger balances will be retrieved into the open client.
note
Tips
  • To remove a client from this list, select the client, then select Remove. The client returns to the Clients available to transfer pane.
  • If the list of clients to transfer is accurate, select Import to begin the transfer.
Client Information group box
This group box displays the UltraTax CS year end, the Accounting CS or Workpapers CS current year end, and the Accounting CS or Workpapers CS prior year end. Note that these boxes do not appear on the Import from Onvio Workpapers window.
Data to import group box
Use the boxes in this group box to specify whether UltraTax CS retrieves the adjusted trial balance or the federal tax trial balance, to view the UltraTax CS year end or Accounting CS or Workpapers CS prior year-end, select the desired Accounting CS or Workpapers CS year end (current or prior) and whether to import detailed or summary tax code information from the Accounting CS, Workpapers CS, or Onvio Workpapers client.

This article applies to:

  • PRODUCT: UltraTax CS

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