Q: How can we export an
UltraTax/1040 client into Planner CS?
A: To export an UltraTax/1040
client into Planner CS, follow these steps.
1. In UltraTax/1040, open a 1040 client.
2. Choose Utilities > Planner CS
(Export). Planner CS opens.
3. Select the option to import the data into a new plan or into
an existing plan.
4. Click OK.
Note: If the Utilities > Planner CS (Export) command is not
available in UltraTax CS, the Planner CS program location might not
be set correctly in UltraTax CS. To verify the program location,
open UltraTax CS, choose Setup > User
Preferences > File Locations tab, and
click the Planner CS option.