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Import from AdvanceFlow dialog
Show all expandable content
Use this window to import engagement balances from AdvanceFlow into the open UltraTax CS client. Note that you must assign or correct tax codes within AdvanceFlow prior to importing balances into UltraTax CS.
To open this window, open the client's return in UltraTax CS and then select Utilities, AdvanceFlow (Import).
note
You'll need to mark the
Enable import from AdvanceFlow
checkbox on the Setup, User Preferences, then Misc tab to turn on the AdvanceFlow (Import) command on the Utilities menu.Fields and buttons
Clients available to transfer
This pane lists the AdvanceFlow engagements that have balances available for import into the open UltraTax CS client. Only clients that match the entity type of the open UltraTax CS client are included in this list.
Clients to transfer
The AdvanceFlow engagements that are selected for import into the current UltraTax CS client are listed in this pane.
This article applies to:
- PRODUCT: UltraTax CS