OnBalance integration with UltraTax CS

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Help for OnBalance

To learn more about using OnBalance, visit the OnBalance Help & How-To Center.

OnBalance integration with 2017 UltraTax CS is available with UltraTax CS version 17.2.2. 

To import Schedule C information from OnBalance into your 1040 client, choose Utilities > OnBalance import.


  • All connected clients will be listed in the Import from OnBalance dialog. If your client is not listed, click the Email Invitation button to send them an email (which is delivered from OnBalance). Once that email is received and accepted, your client will appear in this dialog.
  • Only Schedule C information can be imported. Farms, rentals, etc. cannot be imported. 

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OnBalance Self-Employed overview

OnBalance frequently asked questions

Internal notes

When you choose Utilities > OnBalance import in UltraTax CS, you may be prompted to log in. For information about the login screen, see Internal: OnBalance integration login with UltraTax CS. If the user is prompted to log in, they can click the Login Help button on the login screen to see instructions on logging in.

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