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This article applies to:

  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Send client data to CS Support via CS Connect

note
This task should only be completed at the request of an UltraTax CS Support representative.
While troubleshooting issues, a Support representative may request that you send them client data via CS Connect. Follow these steps to send the data.
  1. Choose
    Help
    , then
    Repair
    .
  2. In the
    Clients
     tab, select the client whose data you want to send.
  3. Select the
    Send Via CS Connect
     button.
  4. You will be prompted to enter a comment. Enter the name of the Support representative with whom you have discussed the issue, include a brief synopsis of the issue, and select
    OK
    .
  5. A message opens to inform you that the data will be transmitted during your next Connect session. Select
    OK
    .
  6. Select
    Done
    .
  7. Start a Connect session with the
    Support: Transmit client to CS Support
     switch set to
    Yes
    .

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