UltraTax CS: Missing or lost data

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Web text: ut-corrupt

If all client data, other than the Social Security Number (SSN) or Employer Identification Number (EIN), is missing after opening the client, the following instructions may help recover the missing data.

Note: Lost or missing data is typically a result of a loss of communication between the workstation(s) and the server, where the information is not being saved back to the network data location. To help resolve this issue, UltraTax CS provides an option on the Setup > User Preferences > Misc tab to Improve performance using local drive. This option will need to be marked on each workstation.

Important! Your network technician should fully assess application and error logs, network connectivity, interference by third-party solutions (including antivirus software), and other possible causes in order to determine why this occurred.

Resolution

Follow these steps to determine if the data can be recovered:

  1. Close the client in UltraTax CS.
  2. Right-click on Start and select Explore.
  3. Navigate to the client's data directory, Z:\WinCSI\UTYYDATA\XXXXX; where Z is the drive letter where the data is stored, where YY represents the UltraTax CS Version / Year of the program, and XXXXX represents the client ID.
  4. Verify that the client data folder contains a file with the following file extension: #XXXXX__.UTY_.

    Note: This file will contain all of the client's data from the beginning of the data entry session that ended abnormally. If this file does not exist, the data cannot be recovered unless you have a separate backup of the client files.

  5. If the file above exists, locate the #XXXXX.UTY file, where Y is the UltraTax CS Version / Year of the program. Rename this file to #XXXXX.OLD. To rename the file, right-click on the file and select Rename.

  6. Next, rename the #XXXXX__.UT_ file , found in Step 4, to .UTY, where .UTY represents the year of UltraTax (e.g. #XXXX__.UT6).
  7. Reopen the client and the information should be restored. When you determine that the data was recovered, you may delete the .OLD file.

If you are unable to recover the missing data following the steps above, then the next best option is to restore the client from backup. If you utilize a third-party backup system or software, consult your qualified IT professional to restore the client data.

You may also attempt to restore the client files within the UT17Data folder using Windows Backup if you have system protection enabled. For instructions, refer to the "Can I restore a file or folder that was deleted or renamed?" section of Microsoft's topic on restoring previous versions of a file and folder. External link (What's this?)

This icon appears alongside links to resources that are not developed or maintained by Thomson Reuters. We provide access to these resources for your convenience, but we are not responsible for their accuracy. If you need additional assistance, please consult your qualified technician and/or the vendor who developed the resource.

Internal notes


The .UTY_ file is a temporary file that if created is in the \WinCSI\UTYYdata\clientID dir.  It gets created when accessing completed clients (like batch printing).  If the process is successful, it gets deleted. If the .UTY_ remains, something has gone wrong and renaming .UTY_ back to .UTY should allow access to the client the way the zp_ file used to work (2012 and prior).

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