With the 2011.4 UltraTax
CS release and the 2011.1.2 Planner CS
release, you can export client data from UltraTax/1040 and import
it into Planner CS.
To enable the integration feature, install the 2011.4 UltraTax
CS release, and retrieve and apply the 2011.1.2 update for Planner
CS via CS Connect from within Planner CS. You must be licensed for
Planner CS to use this feature.
Follow these steps to export an UltraTax/1040 client's data and
import it into Planner CS.
- In UltraTax CS, choose File > Open to open the 1040 client
whose data you want to export into Planner CS.
- Choose Utilities > Planner CS (Export) to export the
UltraTax/1040 client's data into Planner CS.
Note: The Planner CS (Export) command is in the
Utilities menu only if you have installed the program locally or
have run the desktop setup on your computer.
- Planner CS will open automatically when you export the
UltraTax/1040 client data. The Import Plan Data dialog will open
with the UltraTax CS client's ID in the Client
ID field. Do one of the following:
When you click OK, the new plan opens in Planner CS.
- To create a new plan with this ID, click OK.
- To create a new plan with a different ID, enter the desired ID
in the Client ID field, then click OK.
Note: For more information about creating plans
in Planner CS after exporting data from UltraTax CS, open the help
in Planner CS and search for "importing data from