Importing basic client information from UltraTax CS

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The Populate Clients from UltraTax CS wizard enables you to create new client records and to import client setup information from existing client records in UltraTax CS including client ID, SSN/EIN, name, address, phone numbers, email addresses, year-end date, and entity types. This time-saving process eliminates the need to create a tax engagement client from scratch in Accounting CS.

Notes

  • You must have UltraTax CS (v.2013.3.0 or higher) installed on the same machine or server as Accounting CS, and at minimum an address and state set up for the client in UltraTax CS prior to populating the client into Accounting CS.
  • You must have the Accounting and/or the Workpapers service enabled on the Main tab of the Setup > Clients screen to import client setup information from UltraTax CS.

Steps in UltraTax CS

In the Misc tab of the Help > Repair dialog click the CS Accounting Products option and then click the Populate button to create an export file.

Note: In order for the import to work, each client record in UltraTax CS must have information in the following fields.

  • Client ID
  • EIN/SSN
  • Address

For details about the process in UltraTax CS, see Exporting UltraTax CS client information to Workpapers CS (UltraTax CS help topic).

Steps in Accounting CS

  1. Choose File > Import > Populate Clients from UltraTax CS.
  2. In the Populate Clients from UltraTax CS wizard, select an entity, a single client, or multiple clients.

Notes

  • Existing clients with the same ID in both Accounting CS and UltraTax CS are not displayed in the Client Selection screen of the wizard.
  • You can sort the client list in the Client Selection screen of the wizard by clicking the column heading buttons.
  • You can print an import summary from the last screen of the wizard.

The set up information that is created for the client in Accounting CS is determined by the fields that are populated in UltraTax CS. The following tables identify data fields in UltraTax CS and the corresponding fields that are populated in Accounting CS.

UltraTax CS field name Accounting CS field name
ID ID
SSN EIN/SSN

Taxpayer First Name

Spouse First Name

Taxpayer Last Name

Client Name
Taxpayer Daytime Phone Business Phone
Taxpayer Home/Evening Phone Number Home Phone

Taxpayer Client Contact Information

Taxpayer Other Phone Numbers

All Other Taxpayer Phone Numbers
Address Business Address Line 1
Apartment Number Business Address Line 2
City City
State State
Zip Zip
Taxpayer Email Email
Type (1040) Entity
Year End Date Current fiscal year end date
UltraTax CS field name Accounting CS field name
ID ID
EIN EIN/SSN
Name Client Name
Doing business as DBA Name
Address Business Address Line 1
City City
State State
Zip code Zip
Email address Email
Client Phone Number / Telephone Number Business Phone Number

Client Contact Information

Other Phone Numbers

All Other Phone Numbers
Type (1120C, 1120S, 1065) Entity
Tax year ending Current fiscal year end date
UltraTax CS field name Accounting CS field name
ID ID
Employer Identification Number EIN/SSN
Name Client Name
Telephone Number Business Phone Number

Client Contact Information

Other Phone Numbers

All Other Phone Numbers
Street Business Address Line 1
City City
State State
Zip Zip
Email Email
Tax year ending Current fiscal year end date
Type (1041) Entity
UltraTax CS field name Accounting CS field name
ID ID
EIN/SSN EIN/SSN
Name Client Name
Doing business as DBA Name
Telephone Number Business Phone Number

Client Contact Information

Other Phone Numbers

All Other Phone Numbers
Address & Room Business Address Line 1
Suite Number Business Address Line 2
City City
State State
Zip Zip
Email Email
Tax year ending Current fiscal year end date
Type (990,990PF) Entity
UltraTax CS field name Accounting CS field name
ID ID
EIN/SSN EIN/SSN
Name of Sponsor Client Name
DBA Name DBA Name
Telephone Number Business Phone Number

Client Contact Information

Other Phone Numbers

All Other Phone Numbers
Address Business Address Line 1
City City
State State
Zip Zip
Email Email
Tax year ending Current fiscal year end date
Type (5500) Entity

Related topics

Engagement processing overview

1040 tax workflow and UltraTax CS integration, overview

Source Document Processing

Transmitting and receiving source documents in a 1040 tax engagement

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Internal notes


  • After creating the export file in UltraTax, you should see a file called UT2ACS.xml in the WinCSI\Accounting CS Data\Data\Integration\Tax or WinCSI\Workpapers CS Data\Data\Integration\Tax folder. You can open this file with IE or Notepad to view the information that is in the file.

    Note that if any information is missing for one or more clients, the application file will not show up at all in the Populate wizard.

  • Accounting CS requires a FIRM database for integration and data sharing to work with UltraTax CS. The format of the Accounting CS database name must be ACS_<FirmID>_Firm. (For example, ACS_0_Firm, ACS_999_Firm, ACS_798046_Firm_.) Also, integration and data sharing will not work if there are multiple FIRM databases.

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