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.

To duplicate an existing client's tax return and associated UltraTax CS data, complete the following steps.

1. Open the client you want to copy.
2. From the File menu, choose Save As.
3. Enter the ID of the new client.
4. Click the Save button.

UltraTax CS opens the new copy of the client data. To quickly open the original version of the client, click the button with the client's ID in the upper-right corner of the UltraTax CS window.

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