Integration with UltraTax CS

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

Before using UltraTax CS integration features, ensure that the following tasks have been completed in AdvanceFlow.

Tax code assignments for General Ledger accounts

The tax code assignments that you make in AdvanceFlow for specific general ledger accounts enable UltraTax CS to carry account balances to the proper lines on the appropriate tax forms.

The following PDFs are provided to guide users who will 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.

Related topics

Retrieve general ledger balances into UltraTax CS

Retrieve general ledger balances using tax codes

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