New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Question

How do I know if a client received data via the Family Transfer Utility and can I tell what type of data was transferred?

Answer

The following areas in UltraTax CS will help you keep track of the data that was transferred via the Family Transfer Utility.

• Screen Family (General folder) — The Family Transfer Utility (FTU) Client Information section of this input screen contains information about the clients involved in a transfer and the type of transfer. 
• Status events — UltraTax CS automatically logs status events any time you transfer data or undo a transfer via the utility.
• Client IDs — The following input screens will display the specific client ID of any client(s) whose data was transferred via the utility. 
  • Screen Coverage (Health Care folder)
  • Screen 8615 (Taxes folder)
• Family Transfer Report — This report prints with all clients whose returns were involved in a transfer. 

Related topic: Family Transfer Utility FAQs

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