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.
Note: 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 creating the client in Accounting 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
- Choose File > Import > Populate Clients from UltraTax CS.
- 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
Internal notes
Support:
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.
Share This
ACCOUNTING CS