UltraTax CS: Rebuilding the client list

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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.

If the file that contains the client information for a client becomes corrupt, rebuilding the client list file may reset the file.

To rebuild the CltList.WTY file:

  1. Navigate to X:\WinCSI\UTYYData\ and rename the CltList.WTY file to CltList.old; where Y = Year.
  2. Choose Help > Repair and click Rebuild Client List. The time for the process to complete will depend upon your system and the size of your client base.

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