Exporting 1040 client data into Planner CS

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To export an UltraTax/1040 client's data into Planner CS:

  1. In UltraTax CS, select File > Open to open the 1040 client whose data you want to export into Planner CS.
  2. From the Utilities menu, select Planner CS (Export) to export the UltraTax/1040 client's data into Planner CS.

    Note: The Planner CS (Export) command appears in the Utilities menu only if you have installed the application locally or have run the desktop setup on this computer.

  3. Planner CS will open automatically once the UltraTax/1040 client data has been exported. The Import Client Data dialog opens, where you can choose to export to a new plan or to an existing plan. Do one of the following:
    • To create a new plan with this ID, click OK.
    • To import to an existing plan, select the Existing Plan to open the Import to Existing Plan dialog.

    Note: If the data you are exporting from UltraTax CS has the same client ID as an existing plan in Planner CS, Existing Plan is selected by default on the Import Client Data dialog.

    Once you click OK, the plan will open in Planner CS.

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