Exporting UltraTax CS client information to Workpapers CS

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

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You can send a list of all UltraTax CS clients to Accounting CS or Workpapers CS, and can then import the list into the accounting application and update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client. To send this list to Accounting CS or Workpapers CS, complete the following steps.

  1. In UltraTax CS, choose Help > Repair to open the Repair dialog.
  2. Click the Misc tab.
  3. Click the CS Accounting Products option in the Populate CS Applications group box, then click the Populate button. This will send the UltraTax CS client information to Accounting CS or Workpapers CS.

    Note: This checkbox is available only if you are licensed for Accounting CS or Workpapers CS and have one of the applications installed. If you have one of these accounting applications installed and this option is unavailable, choose Setup > User Preferences > File Locations and specify the location of Accounting CS.

Related topics

UltraTax CS integration with other applications

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