Opening CSA from UltraTax CS or GoSystem Tax RS for fast updates of client data via JE

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Certain portions of the Creative Solutions Accounting program can now be opened directly from UltraTax CS or GoSystem Tax RS (v.2004.x.x or higher) for fast, two-way data updates. This procedure enables you to update data both in CSA and UltraTax CS or GoSystem Tax RS at the same time. Once changes such as adding, deleting, or changing journal entries, assigning tax codes, or adding new accounts have been made in the Adjusting Journal Entry window, the changes can be imported back into the UltraTax CS or GoSystem Tax RS client with just a few mouse clicks.

One-time setup steps

UltraTax CS

  1. From the main window, choose Setup > User Preferences.
  2. In the File Locations tab of the User Preferences dialog, click the option for Creative Solutions Accounting applications and verify that the correct file locations are specified for your Creative Solutions Accounting software and for your CSA client data. For example:
    c:\Wincsi\CSA\ and c:\Wincsi\CSAData\

GoSystem Tax RS

  1. Open the client in GoSystem Tax RS and choose File > Import > From CSA.
  2. In the Import CSA Wizard dialog, browse to the location of the CSA program files (for example, c:\Wincsi\CSA) and the CSA data location (for example, c:\Wincsi\CSAData).
  3. Click Cancel to close the Import CSA Wizard dialog.

Steps for fast updates of client data for import into UltraTax CS or GoSystem Tax RS

UltraTax CS

  1. Be sure the CSA client is currently saved in the appropriate tax year and that the CSA program is closed.
  2. Open the client in UltraTax CS and then choose Utilities > CS Accounting Products Adjusting Journal Entries and double-click the appropriate CSA client ID in the Select Client dialog. (If a matching ID exists, it is highlighted automatically.)
  3. CSA opens with just a few of the windows and commands available for selection:
    • The Tasks > Transactions window (for a Write-Up CS client).
    • The Tasks > Adjusting Journal Entries window (for a Trial Balance CS client or a Write-Up CS/Trial Balance CS), to enable you to enter new JEs.
    • The Setup > Chart of Accounts window, to enable you to add GL accounts or update tax code assignments.

    Enter and save the new or updated information as appropriate for the client.

  4. Click the Done button to close CSA.
  5. In UltraTax CS, the Import from Creative Solutions Accounting Software dialog opens automatically, and the client should already be selected in the right-hand pane. Click the Assign Tax Codes button and verify that all assignments have been completed. (A red bar highlights any accounts without a tax code assignment).
  6. Click OK to continue and then click the Import button.
  7. The Import from Creative Solutions Accounting dialog opens automatically and enables you to specify whether the updated balances are to be retrieved from the Adjusted Trial Balance or from the Federal Tax Trial Balance. Click the Continue button.
  8. The Transferring dialog opens automatically to display the progress of data import from CSA. When the transfer has been completed, click the Done button.

The updates you recorded and saved in CSA should now be reflected in the form totals shown for the client in UltraTax CS.

GoSystem Tax RS

  1. Be sure the CSA client is currently saved in the appropriate tax year and that the CSA program is closed.
  2. Open the client in GoSystem Tax RS, choose Edit > CSA JE & COA, and then double-click the appropriate CSA client ID in the Select Client dialog.
  3. CSA opens with just a few of the windows and commands available for selection:
    • The Tasks > Transactions window (for a Write-Up CS client).
    • The Tasks > Adjusting Journal Entries window (for a Trial Balance CS client or a Write-Up CS/Trial Balance CS), to enable you to enter new JEs.
    • The Setup > Chart of Accounts window, to enable you to add GL accounts or update tax code assignments.

    Enter and save the new or updated information as appropriate for the client.

  4. Click the Done button to close CSA.
  5. In GoSystem Tax RS, the Import CSA Wizard dialog opens automatically. Mark the appropriate checkboxes, click Next, and then click Finish to complete the import.

The updates you recorded and saved in CSA should now be reflected in the form totals shown for the client in GoSystem Tax RS.

Related topics

Integrating data from CSA with UltraTax CS

Importing account balances from CSA into UltraTax CS

Importing account balances from CSA into GoSystem Tax RS

Exporting account balances through Virtual Office CS to GoSystem Tax RS

Data sharing overview

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