This topic combines all information related to integration and data sharing between UltraTax CS and Practice CS.
Setup
Setting Up file locations for Practice CS integration
Populating client information from UltraTax CS to Practice CS
Procedures
Client information and data sharing
Data Sharing demographic information in Practice CS
Data sharing between Practice CS and UltraTax CS isn't working
Uppercase client information in UltraTax CS Data Shares with Practice CS
UltraTax CS Tax Return History not showing up in Practice CS Client Dashboard
Client notes
Data sharing Client Notes in Practice CS
Integrated invoices
Sending invoices from UltraTax CS to Practice CS
Project events
Practice CS: Setting up Completion and Extension Events on projects and tasks
Video: Completing projects in Practice CS by logging status events in UltraTax CS
Logging a status event in UltraTax CS does not automatically complete a project or task
Practice CS: How to populate the list of UltraTax CS completion events in a project template
Project solution
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