Data Locations tab (Source Data Entry)

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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.

Use this dialog to create, modify, or remove data locations used by the UltraTax CS Source Data Entry utility. Unless you specify otherwise, data is stored in the same folder as UltraTax CS Source Data Entry.

Note: If you specify a location other than the default, you must also update the location of the Source Data Entry information in UltraTax CS. To do so, open UltraTax CS, choose Setup > User Preferences, click the File Locations tab, then click the 2017 UltraTax CS option. Highlight UltraTax CS Source Data Entry in the list pane, click the Modify Location button, and navigate to the correct location.

To open this tab, choose Setup > System Configuration in UltraTax CS Source Data Entry, and then click the Data Locations tab.

Fields & buttons

This list displays the default data path as well as any additional data locations you have entered using this dialog. To modify an existing location, highlight the appropriate path and click the Modify Data Location button. To remove an existing location, highlight the appropriate path and click the Delete button.

Click this button to open the Add Data Location dialog, which you can use to create an additional data path for Source Data Entry information. If you have added additional data locations, you can use the Setup > User Preferences dialog to select the desired location to use with Source Data Entry.

Click this button to open the Add Data Location dialog, which you can use to modify an existing data path for Source Data Entry information. If you have added additional data locations, you can use the Setup > User Preferences dialog to select the desired location to use with Source Data Entry.

Click this button to remove the highlighted data path from the Data Locations list.

Related topics

UltraTax CS Source Data Entry overview

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