Skip to main content
Data

Move UltraTax CS with PRP licensing from SaaS to a local or network installation

If your firm currently runs UltraTax CS in the SaaS environment and is preparing to move to a local or a network installation of UltraTax CS with per-return-pricing (PRP) licensing, we strongly recommend you create PDF files of all returns that your firm filed while running UltraTax CS in the SaaS environment. Staff can then refer to these PDF files rather than opening the returns in prior years of UltraTax CS and incurring a PRP fee for each return they view.
note
  • You don't need to create PDFs of prior-year returns for any federal, state, or local entities for which you own an unlimited license. Because you have an unlimited license for these entities, your firm won't incur PRP fees when staff members access returns through prior-year versions of UltraTax CS.
  • SaaS users moving to a network installation of UltraTax CS will maintain access to the unlimited licenses only while SaaS is active. Once they move to a network installation, any returns and extensions submitted for filing using the network or local installation of UltraTax CS will be subject to the PRP charge per the license agreement.
  • You can't run SaaS and local or network installations of CS Professional Suite applications at the same time.
Follow these steps to create PDFs of returns.
  1. Create a folder for each tax year you're creating PDFs of tax returns for:
    1. Double-click
      My Computer
      .
    2. Double-click the
      C:\ drive
      .
    3. Select
      File
      ,
      New
      , then
      Folder
      .
    4. Name the folder
      UTYYreturns
       (YY is the tax year).
  2. In NetStaff CS, open the 1st year of UltraTax CS your firm used to file returns.
  3. In UltraTax CS, select
    Utilities
    , then
    Reassign Clients
    .
  4. Verify the following in the Focus group area:
    1. All checkboxes are marked.
    2. (All Preparers)
       displays in the
      Preparer/staff
       field.
    3. (All Delivery Methods)
       displays in the
      Delivery
       field.
  5. Use
    Select All
     to move all clients to the Clients-selected pane.
  6. Select
    Return delivery
     in the
    Category
     field.
  7. Select
    File
    , then
    Print Returns
    .
  8. Mark
    Printer
     in the Print where group area.
  9. Mark
    Client copy
     and
    Electronic delivery
     in the Print what group area, then select
    PDF to file
    .
  10. Select
    Browse
    Browse and go to the
    UTYYreturns
     folder for the tax year. Select
    OK
    .
  11. Optional: If you don’t want to password protect the PDFs, clear the
    Password protect PDFs
     checkbox.
  12. Select
    Clients
    .
  13. Verify the following in the Focus group area:
    1. All checkboxes are marked.
    2. (All Preparers)
       displays in the
      Preparer/staff
       field.
    3. (All Months)
       displays in the
      Fiscal year end
       field.
  14. Use
    Select All
     to move all clients to the Clients to print pane, then select
    OK
    .
  15. Select
    Print
    .
  16. Repeat steps 2 through 16 for each tax year you need to create PDFs of tax returns for.

This article applies to:

  • Product: Virtual Office CS
  • Subject: Export,Documents

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close