Setting Up File Locations for Integration Between UltraTax CS and FileCabinet CS

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In order for integration to work properly, the file locations must match.

FileCabinet CS

  1. Open FileCabinet CS.
  2. Choose Setup > System Configuration > Data Locations. Here you can add or modify a data location for FileCabinet CS.
  3. Once you are finished, click OK.

UltraTax CS

  1. Open UltraTax CS.
  2. Choose Setup > System Configuration > Data Locations.
  3. To modify an existing data location, click Modify Data Location and select the FileCabinet CS data location that was specified/created in FileCabinet CS. If the location does not appear in the drop-down list, refer to the troubleshooting tips outlined below.
  4. Click OK twice to return to the main screen of UltraTax CS.

Troubleshooting tips if FileCabinet CS location does not appear in drop-down (Step 3 above):

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