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This article applies to:

  • Product: UltraTax CS

Export data to UltraTax CS

After you prepare a client's binder, export the data to sync all captured and updated information back to UltraTax CS. Before you export, make sure the tax return is closed in UltraTax CS.
For SurePrep Outsource binders, don't use this feature to export data; the information in this article doesn’t apply to Outsource binders. You must restore the tax return file instead.
important
Any data entered in your UltraTax CS file after uploading the return in SurePrep will be overridden on completion of the Export process.
  1. To export from SPbinder:
    1. Select the
      Export to Tax Software
       icon Export to Tax Software icon from the SPbinder toolbar. Alternatively, select
      Binder
      Export
      Export to Tax Software
      .
  2. To export from FileRoom:
    1. Find the binder in the list.
    2. Select the
      Picklist
       icon Picklist icon in the
      Options
       column.
    3. Select
      Export to Tax
       from the dropdown menu.
  3. If you haven't already set up the export path, do it now:
    1. In the
      Export to UltraTax CS
       window, select
      Setup
      .
    2. Select a path from a dropdown that has been set up in
      Admin
      Account Setup
      Tax File Activation
      .
      note
      You may need to select
      UltraTax CS
       if you have more than one location set up for different tax years or different offices.
    3. Select
      OK
      .
  4. Select
    Proceed
     to export the data to UltraTax CS.
  5. Once complete, open UltraTax CS to view the exported data. Wait 1 minute after you export, then open the client's tax return in UltraTax CS. If the client's tax return is already open, then close and reopen the tax return to complete the import process in the tax software. After you export the data to UltraTax CS, you will not be able to add additional documents until you open the tax return in UltraTax CS.
Exported SurePrep Data Delays in UltraTax (Applicable for the latest version of UltraTax)
If you are experiencing delays in SurePrep data exporting to UltraTax CS, please confirm you are on the latest version of UltraTax CS. Once confirmed:
  1. Open UltraTax.
  2. Navigate to
    Help
    >
    Repair
    .
  3. Select the
    Clients
     tab.
  4. Choose the appropriate client and select
    Request SurePrep data
     to manually initiate retrieval.

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