Switching between firm and personal data locations

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Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

If you have set up a personal data location for personal and experimental use, you will need to switch back and forth between the two locations. To do so, complete the following steps.

  1. From the Setup menu, choose User Preferences.
  2. Click the File Locations tab in the User Preferences dialog.
  3. If it is not already marked, click the current-year UltraTax CS option to display the location of the current-year UltraTax CS application and data files.
  4. In the File Types and Location list, highlight the UltraTax CS client data path, and then click the Modify Location button.
  5. In the UltraTax CS Data Location dialog, click the option for the desired data location.
  6. Click OK to return to the User Preferences dialog.

Related topics

Data locations overview

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