Import From Creative Solutions Accounting dialog

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Use this dialog to retrieve general ledger balances from Creative Solutions Accounting into the open client. The clients available for retrieval will be only those CSA clients that are the same entity as the open UltraTax CS client.

To open this dialog, click the Creative Solutions Accounting (Import) CSA Import button button on the toolbar or select Utilities > Creative Solutions Accounting (Import). Note that this dialog is available only when a client's return is open.

Fields & buttons

Clients available to transfer

All CSA clients that match the entity type of the open UltraTax CS client are listed here. Highlight the client(s) whose general ledger balances you want to transfer and click the Select button to move them over to the Clients to transfer pane on the right.

Tips

  • You must select CSA clients that are the same entity type as the UltraTax CS client into whom you are retrieving data.
  • To assign tax codes for a CSA client, highlight that client in the Clients to transfer pane on the right, then click the Assign Tax Codes button.
  • After you have selected the appropriate CSA client(s), click the Import button to transfer their data into the UltraTax CS client.

Clients to transfer

Lists the Creative Solutions Accounting clients whose general ledger balances will be retrieved into the open client.

Tips

  • To remove a client from this list, highlight the client and click the Remove button. The client returns to the Clients available to transfer pane on the left.
  • To assign tax codes for a Write-Up CS client, highlight that client in the Clients to transfer pane on the right, then click the Assign Tax Codes button.
  • If the list of clients to transfer is accurate, click the Import button to begin the transfer.

Assign Tax Codes

In the Clients to transfer pane on the right, highlight the CSA client for whom you want to assign tax codes. Then, click this button to open the Assign Creative Solutions Accounting Tax Codes dialog in which you can assign tax codes for the selected CSA client.

Note: This button is available only if a CSA client is highlighted in the Clients to transfer pane on the right.

Tip: To retrieve general ledger balances from CSA clients into the open UltraTax CS client, select the appropriate CSA client(s) and click the Import button.

When multiple units or activities are maintained in a single UltraTax CS client but in separate Write-Up CS clients, the Write-Up CS clients must have unique unit numbers in addition to their tax codes. (That is, they cannot be assigned the same tax codes.) The presence of common tax codes causes UltraTax CS to consolidate the balances of multiple Write-Up CS clients and total them into one. To maintain separate units for the separate Write-Up CS clients, make sure unit numbers are assigned to the tax code.

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