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Future of professionals report 2025
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Engagement Selection dialog
Show all expandable content
Use this window to specify the engagements that you want to import into the open UltraTax CS client's return from the AdvanceFlow client specified in the Import from AdvanceFlow window.
This wondow opens automatically after selecting an AdvanceFlow client in the Import from AdvanceFlow window and selecting Import.
Fields and buttons
Engagement list
Mark the appropriate checkboxes in this list to select the engagements you wish to import from the selected AdvanceFlow client into the open UltraTax CS client's return.
Engagement Year End
Select either
Current
or Prior
to specify the desired year-end for the AdvanceFlow balances to import into UltraTax CS.This article applies to:
- PRODUCT: UltraTax CS