Storing UltraTax CS documents

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Use any of the following methods to store images of UltraTax CS documents and information. Note that you must be separately licensed for FileCabinet CS and GoFileRoom.

FileCabinet CS

FileCabinet CS provides automatic storage and retrieval mechanisms for documents produced by other CS Professional Suite applications, as well as many Microsoft Office applications. FileCabinet CS also provides the ability to scan documents for storage, to store existing image files, to send documents to email recipients, and to store documents in alternate file locations.

You can send most UltraTax CS client-related documents, such as images of returns, extensions, and organizer pages to FileCabinet CS for storage.

Note: If you are not licensed for FileCabinet CS, you can use File Drawer for limited document storage.

For more information about FileCabinet CS, start FileCabinet CS and choose Help & How-To Center from the Help menu.

File Drawer

File Drawer is an electronic storage feature that is installed automatically with UltraTax CS if neither FileCabinet CS nor GoFileRoom is licensed and installed. File Drawer stores images of UltraTax CS returns, extensions, and input screens and you can click the Drawer button in the folders block to view them. See Printing documents to File Drawer for more information.

Notes

  • If you want to remove the File Drawer option and you use standard security options, clear the Allow the use of File Drawer checkbox in the Security Configuration dialog. You will be prompted to enter the master password in order to access the Security Configuration dialog.
  • If you want to remove the File Drawer option and you use advanced security options, choose to restrict the File Drawer privilege. You will be prompted to enter the master password in order to access the Security Configuration dialog.
  • The documents that are stored in File Drawer are formatted equivalently to FileCabinet CS documents. If FileCabinet CS is purchased at a later date, these items can be accessed in FileCabinet CS.
  • The following functionality is only accessible when you license and install FileCabinet CS: storing organizers, images, and custom watermarks to be included in the FileCabinet CS copy as an annotation.

GoFileRoom

GoFileRoom is a secure, web-based document management application that enables you to store, view, edit, and manage documents online. GoFileRoom integrates with Thomson Reuters applications, including UltraTax CS. Images of tax returns, extensions, and input screens can be stored in and accessed from GoFileRoom. See Sending documents to GoFileRoom for more information.

Note: If you are not licensed for GoFileRoom, you can use File Drawer for document storage.

For more information about GoFileRoom, log in to GoFileRoom and click the Help Help button button.

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