Integration with UltraTax CS

Alerts and notices

If you are licensed for UltraTax CS, you can import AdvanceFlow engagements into UltraTax CS.

Before you use the UltraTax CS integration features

Be sure to complete the following tasks in UltraTax CS and AdvanceFlow.

In UltraTax CS

Mark the Enable import from AdvanceFlow checkbox in the Setup > User Preferences > Misc tab in the year version of UltraTax CS into which you are importing data.

In AdvanceFlow

Tax code assignments

To have UltraTax CS carry account balances to the proper lines on the appropriate tax forms, assign the appropriate tax codes in AdvanceFlow for specific accounts.

The following PDFs can help you when you transfer client account balances to UltraTax CS. You can view these guides using Adobe Reader, which enables you to search on keywords and to print individual pages, sections, or entire guides.

Importing balances into UltraTax CS

  1. In UltraTax CS, open the client file into which you want to import balances.
  2. Choose Utilities > AdvanceFlow (Import).
  3. Log in to AdvanceFlow when prompted.
  4. Any engagements that match the year and the entity type of the open client will be available to import into UltraTax CS. Select the applicable client and engagement name and indicate whether you want to import data for the current year or the prior year.

    Note: UltraTax CS will import the tax balance from AdvanceFlow.

  5. Click OK.
  6. Click Import.
  7. Click Done.