UltraTax CS systems information

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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.

The information in this topic is primarily intended for your qualified IT professional to use while planning for changes such as server migrations or when setting up, configuring, and troubleshooting CS applications. This topic can also help you share technical details of our applications with other staff members in your office or when discussing an issue with our Support team.

UltraTax CS Directories

UltraTax CS has four primary directories:

Directory Description
\WinCSI\UTYY This directory contains program level files and folders to run the UltraTax CS application.
\WinCSI\UTYYSys This directory contains UltraTax CS system data. This consists of configuration files for global settings and file locations, lock files, user specific preference files, and temporary folders for various print jobs and CS Connect transmissions.
\WinCSI\UTYYData This directory is the default data location for UltraTax CS client data.
\WinCSI\DeprData This directory is the default data location for Fixed Assets CS client data. This folder integrates with the Fixed Assets CS application.

Secondary Directories

Directory Description
\WinCSI\UTYYONESOURCE This directory contains UltraTax CS ONESOURCE Trust Tax data
\WinCSI\UTYYPRDATA This directory contains UltraTax CS Payroll data
\WinCSI\UTYYSCAN This directory contains UltraTax CS Bar Code Scan data
\WinCSI\UTYYSOURCEDE This directory contains UltraTax CS Source Data Entry data

Notes

  • "YY" represents the year of the UltraTax CS application (e.g. UltraTax CS 2014 has a UT14 directory).
  • The directory paths listed assumes that the WinCSI is default directory used. If you install UltraTax CS to an alternate directory, please adjust accordingly. Additionally, the UTYYData directory is the default directory for UltraTax client data, but may be modified or different if you have multiple data locations.

Files by Category

Lock Files

Lock files restrict access to files within UltraTax CS by allowing only one user or process access at any specific time.

UltraTax CS has several types of lock files:

File Name Description Details
UID.<UID> UltraTax CS user lock file This file is created when a user opens the UltraTax CS application.
UIDk1.<UID> UltraTax CS Bar Code Scan user lock file This file is created when a user opens the UltraTax CS Bar Code Scan application.
UIDSDE.<UID> UltraTax CS Source Data Entry user lock file This file is created when a user opens the UltraTax CS Source Data Entry application.
<Client ID> Client lock file This file is created when an UltraTax CS client is opened or "checked out" to prevent another user from accessing the same client. 
SPRF.<UID> Proforma screen lock file This file is created when a user is accessing the Proforma screen. 
SDMINEC.<UID> Data mining screen lock file This file is created when a user is accessing UltraTax CS data mining.

Note: <UID> represents the user's identification. UltraTax CS pulls this ID from the computer name in your Windows operating system.

UltraTax CS has four main locations for lock files:

Directory Path Description
\WinCSI\UTYYSys\UID This directory contains a lock for every user who has UltraTax CS open.
\WinCSI\UTYYData\$TAXCID This directory contains UltraTax client locks, which prevent other users from accessing UltraTax CS client data that is opened or in use.
\WinCSI\DeprData\$DEPCID This directory contains Fixed Assets CS client locks, which prevent other users from accessing Fixed Assets CS client data that is opened or in use.
\WinCSI\UTYYData\$TAXSID The directory contains screen locks, which prevent other users from accessing screens that is opened or in use.

User-specific Files

User-specific files are unique files for each user of UltraTax CS.

Directory Path File Name Description
\WinCSI\UTYYSys _Yusk1.<UID> UltraTax CS Bar Code scan user preference file
_YUSSDE.<UID> UltraTax CS Source Data Entry user preference file
_YUSUMSC.<UID> UltraTax CS user preference / control file
_YUSSPLD.<UID> UltraTax CS print spool data file
_YUSSPLP.<UID> UltraTax CS print spool index file
_YUSSPLR.<UID> UltraTax CS print spool index file
\WinCSI\UTYYData\$sysdata xyDBCRES.<UID> Result of the user's last search

Note: <UID> represents the user's identification. UltraTax CS pulls this ID from the computer name in your Windows operating system.

Global Files

There are multiple files used by UltraTax CS that affect all users in the program. There are two primary data locations where these global files reside. Below are some of the integral program files and their location:

Directory Path File Name Description
\WinCSI\UTYY utwYY.exe This is an executable file for UltraTax CS
utwYYk1.exe This is an executable file for UltraTax CS Bar Code Scan
utwYYsde.exe executable file for UltraTax CS Source Data Entry
\WinCSI\UTYYSys UTYYHome.MHT This file is the home page file, where YY indicates the platform year for UltraTax CS. To disable the home page for all users, rename the .MHT extension to .NA.

Client Data

Directory Path File Name Description
\WinCSI\UTyyData\[Client ID] [Client ID].UTy This file contains UltraTax client data, where 'e' represents the entity type and 'y' represents the last digit of the tax year
*.XXyy This file contains data sharing and integration file for the UltraTax client, where * represents any characters and 'yy' represents the last two digits of the tax year

Data Location Files

Directory Path File Name Description
\WinCSI\UTYYData CltList.WTY This file contains drawer list information for this data location
Directory Path File Name Description
\WinCSI\UTYYData\$sysdata ELFSTAT.DAT This filecontains data in electronic filing information found via View > Electronic Filing Status

Temporary Files

Directory Path Description
C:\Users\<user>\AppData\Local\Thomson Reuters

This directory temporarily holds UltraTax CS client data when a client is opened by a user. When a client is saved or closed, the data will be pushed back to the UTYYData directory or primary data location for UltraTax CS.

For UltraTax CS 2013 and earlier years, the directory is C:\Users\<user>\AppData\Local\Temp\UTYYData, where YY is the year of the program.

Office Configuration Files

Directory Path Description
\WinCSI\UTYYSys\$OFFICE\<office> This directory contains files for the given office configuration. Each office will have its own directory.

File Details

You can view installed program files and their details (e.g. version, UT version, size, date/time). To view the file details, choose Help > Repair > Misc > View File Details.

Installation Prerequisites

UltraTax CS has several operating system prerequisites used to run the application, including Internet Explorer, Microsoft .NET Framework, and Microsoft Visual C++. The desktop setup for UltraTax CS will check that your workstation has these components and install the prerequisites that are missing. If you need to reinstall or repair the separate components required to run UltraTax CS, see the table below for the installation files.

Note: We recommend consulting a qualified IT professional when repairing, uninstalling, or reinstalling components of your operating system.

Directory Path File Name Description
\WinCSI\UTYY\Desktop Setup.exe executable file to run UltraTax CS desktop setup
\WinCSI\UTYY\Desktop\dotnetfx dotNetFx40_Full_x86_x64.exe executable file to install or repair Microsoft .NET Framework 4.0
\WinCSI\UTYY\Desktop\vcredist_x86\2010 vc_red.msi installer file to install or repair Microsoft Visual C++ 2010
\WinCSI\UTYY\Desktop\vcredist_x86\2012 vcredist_x86.exe executable file to install or repair Microsoft Visual C++ 2012

See the following links for information on the Microsoft components:

.NET Framework and Visual C++ Considerations for CS Professional Suite

Microsoft .NET Framework External link (What's this?)

Installing the .NET Framework External link

Microsoft Visual C++ External link


Related articles

Library of Systems Content for CS Professional Suite

Registry keys used in UltraTax CS

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Internal only

To view additional file structure, file names, and details, see the Configurable Files Spreadsheet for UltraTax CS 2012 and beyond. The Configurable Files Spreadsheet for UltraTax CS 2002 - 2011 is here.

Important! When searching for the Custom Fieldviews file within the Configurable Files Spreadsheet, it is listed under the name, Preparer Views (xyssPRVU.* - located within X:\WinCSI\UTYYSys\Entity).

Note: Any configurable files that are listed as an Automatic Proforma will proforma automatically from year to year. For example, once all the settings are setup in 2013 UltraTax CS, once you open 2014 UltraTax CS, these files will copy over automatically.