If you are licensed for Accounting CS, you can import general ledger balances from Accounting CS into UltraTax CS. First, you must assign or correct tax codes in your Accounting CS Client database. Then, you can use the Import form Accounting CS dialog to transfer the balances into UltraTax CS.

For more information, see Retrieving general ledger balances into UltraTax CS and Retrieving general ledger balances using tax codes.

If you are licensed for CSA, you can:

• use the Payroll Compliance module to process W-2s, 1099s, and other payroll tax forms, and share data with UltraTax CS.
• use Trial Balance CS alone or in conjunction with Write-Up CS to handle annual engagements.
• use tax codes to transfer balances from Write-Up CS or Trial Balance CS into UltraTax CS.

If you are licensed for FileCabinet CS, you can:

• store UltraTax CS documents in FileCabinet CS.
• automatically back up your client UltraTax CS client data into FileCabinet CS.
• create blank client folders in FileCabinet CS for UltraTax CS clients.

If you are licensed for both Fixed Assets CS and UltraTax CS, you can access data for Fixed Assets CS clients in the UltraTax CS asset module, and vice versa, provided that the client IDs are identical in both applications.

If you are licensed for NetClient CS, you can deliver your client's tax returns to them via a NetClient CS portal.

If you are licensed for NetClient CS and an UltraTax CS Client Organizer application, you can deliver a web client organizer to your client via a NetClient CS portal. For information about the 1040 and business client organizer applications, choose Help > Help & How-To Center, then search on Client Organizer.

If you are licensed for Planner CS, you can create plans for your UltraTax/1040 clients by exporting 1040 client data into Planner CS.

If you are licensed for Practice CS, you can:

• export invoice information from UltraTax CS when a certain status event is logged for a client.
• complete Practice CS tasks and projects when you log status events for a client.
• send a list of all UltraTax CS clients to Practice CS, and import the list into Practice CS to update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client.

If you are licensed for ToolBox CS, you can send a list of all UltraTax CS clients to ToolBox CS, and import the list into ToolBox CS to update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client.

If you are licensed for Workpapers CS, you can import general ledger balances from Workpapers CS into UltraTax CS. First, you must assign or correct tax codes in your WorkPapers CS Client database. Then, you can use the Import form Workpapers CS dialog to transfer the balances into UltraTax CS.

For more information, see Retrieving general ledger balances into UltraTax CS and Retrieving general ledger balances using tax codes.

If you use AdvanceFlow, you can import Engagements from AdvanceFlow into UltraTax CS. First, you must assign or correct tax codes in AdvanceFlow. You must also mark the Enable import from AdvanceFlow checkbox on Setup > User Preferences >Misc. Then, you can use the Import form AdvanceFlow dialog to transfer the balances into UltraTax CS.

Thomson Reuters' Onvio is a web-based suite of applications for tax professionals and accountants. If you are licensed for Onvio and have Onvio Link installed, you can share general client data between Onvio and UltraTax CS via Onvio Link. To do so, open the settings dialog in Onvio Link, verify the file location for your UltraTax CS client data is specified correctly, and mark the Enable Data Sharing checkbox. In UltraTax CS, verify that your Onvio data path is correct by choosing Setup > User Preferences > File Locations tab, clicking Other under Integrated applications, and choosing Onvio.  

The Onvio suite also includes the following applications.

• Onvio Documents, a secure, cloud document storage and management solution. If you are licensed for Onvio Documents, you can send tax returns and other documents from UltraTax CS to Onvio Documents.
• Onvio Workpapers, a cloud-based workpaper management system that simplifies client engagements. If you are licensed for Onvio Workpapers, you can import client account balances from Workpapers into UltraTax CS. 

For more information:

• Discover Onvio
• Enable integration between UltraTax CS and Onvio Tax Center
• Send documents to Onvio

GoFileRoom is a secure, web-based document management application that allows you to store, view, edit, and manage documents online. You can store tax returns from UltraTax CS in GoFileRoom. To do so, you will need to configure UltraTax CS to send documents to GoFileRoom.

For more information, see Sending documents to GoFileRoom and Storing UltraTax CS documents.

Checkpoint provides access to research that is intelligently linked to guide you between related subjects. It brings together the most trusted information on the most powerful research application available, and provides unparalleled expert guidance, a powerful system to optimize research efficiency, practice development tools to help build revenue, and the flexibility and integration that has revolutionized tax and accounting research.

For more information, see Online research tools overview and Enabling access to online research tools.

RIA Form/Line Finder integrates with UltraTax CS in form view. This feature allows you to search by specific forms and line numbers. Then, Checkpoint locates and displays the applicable section for you to review.

For more information, see Online research tools overview and Enabling access to online research tools.

PPC Deskbooks includes more than 100 calculators arranged in the following categories: auto, business, credit card, investment, loan, mortgage, personal, retirement, savings, and tax. You can navigate from any section of an input screen in UltraTax/1040, 1065, 1041, 1120 and 1120S to relevant key issues, illustrations, and practice aids in PPC's core tax compliance Deskbooks, helping you to resolve tax issues and verify the accuracy of returns.

For more information, see Online research tools overview and Enabling access to online research tools.

Quickfinder publishes concise, practical tax quick reference, research, news, and training programs. Designed and written by working tax professionals, Quickfinder's tax quick reference, research, news, and training can provide you with accurate and useful information through concise, down-to-earth writing.

For more information, see Online research tools overview and Enabling access to online research tools.