Backing up items in UltraTax CS

Alerts and notices
Web text: bu

You can back up client data, customized documents (such as elections, transmittal letters, filing instructions, and invoices), system settings (such as preparer, reviewer, and staff member information), product settings (such as miscellaneous setup options, custom statements, and invoice pricing), and data mining information (such as custom searches, reports, and letters) to an external storage device, a backup location, or FileCabinet CS (if licensed). To do so, follow these steps.

  1. Choose File > Backup.
  2. Select Clients, Documents, System settings, Product settings, or Data Mining from the drop-down list in the upper-left corner.

    Backup dialog drop-down list

  3. Highlight the items in the left pane that you want to back up, and click the Select or Select All button to move items to the right pane.
  4. Verify that the backup location is correct. If it is not, click the Modify Backup Location button, navigate to the correct drive and path, and then click OK to return to the Backup dialog.


    • If you are licensed, you can back up items in FileCabinet CS. The paths in the FileCabinet CS drop-down list are defined in FileCabinet CS.
    • If appropriate, you can mark the "Check out" selected clients checkbox to indicate that you are taking the client's data home or to another location.
  5. Click the Backup button.
  6. Click Done when the backup process is complete.

Note: The options that are available in the Focus group box are determined by the type of item you are backing up.