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This article applies to:

  • Product: Virtual Office CS
  • Subject: Export

Minimize disk space used by UltraTax CS

Follow these steps to reduce the disk space used by UltraTax CS.

Remove prior-year data

Back up prior-year data you rarely need to an archive storage drive and delete it from Virtual Office CS or SaaS.
note
If your firm is paying for extra production storage space, you might be able to save money by moving older data to the archive storage drive. For pricing details, sign in to NetStaff CS, select
Help
 in the Home Dashboard, then
Pricing information
.
  1. Open UltraTax CS.
  2. Select
    File
    , then
    Backup
    .
  3. Select the clients whose data you want to back up, then
    Select
    .
  4. Make sure the path in the
    Backup location
     field goes to the archive storage drive. Use
    W:\UTxx_ARCHIVE
     as the path to the archive storage drive location. To change the archive location, select
    Modify Backup Location
    .
    note
    Don't use the archive location to store live production data. You can store archived data in the archive drive at a lower cost. The archive drive doesn't perform at the same level as the production file servers.
  5. Select
    Backup
    .
  6. After you've backed up the client data, select
    File
    , then
    Delete
     to delete the clients from UltraTax CS.

Restore archived data

  1. In UltraTax CS, select
    File
    , then
    Restore
    .
  2. Make sure the restore path is
    W:\UTxx_ARCHIVE
    .
  3. Select the clients you want to restore, then
    Restore
    .

Delete unnecessary client data proforma’d from the previous year

If you proforma’d data to the current year from the prior-year version of UltraTax CS, and your firm won't prepare a return for that client in the current year, you can save disk space by deleting the client data from the current-year version of UltraTax CS without deleting prior-year depreciation data.
  1. In the current-year version of UltraTax CS, close all clients.
  2. Select
    File
    , then
    Delete
    .
  3. Select the clients whose data was proforma'd but not needed, then
    Select
    .
  4. Clear the
    Delete Fixed Assets CS data
     checkbox.
    note
    This checkbox is available only if you're licensed for Fixed Assets CS. If the checkbox is marked, UltraTax CS will delete the current-year depreciation data.
  5. Select
    Delete
    .

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