Specifying client data and integrated application file locations

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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.

You must add paths to the relevant file locations in UltraTax CS to change the location of current-year client data, to proforma data and/or customized documents from last year's application, and/or to import data into or export data from any integrated application.

  1. Choose Setup > User Preferences.
  2. Click the File Locations tab.
  3. Click each option to view the locations of the files.
  4. If the location of the data files is not correct, highlight the appropriate item in the list, click the Modify Location button and choose the appropriate data location(s) from the drop-down list(s). Keep in mind that only locations that have been entered in the Setup > System Configuration > Data Locations tab are included in the list.


  • If you use Accounting CS and you want to share data (such as W-2 values and general client information), click the CS Accounting products option and modify the file locations for Accounting CS. This location is only used by the data sharing feature, and you do not need to change settings in order to import general ledger balances from Accounting CS.
  • FileCabinet CS paths are designated from within FileCabinet CS. Use the drop-down list for FileCabinet CS in the Modify Data Location dialog to update the path information in UltraTax CS.
  • You can add a File Drawer data location only if you are not licensed for FileCabinet CS.
  • To verify or change Fixed Assets CS data information, click the current year UltraTax CS option.
  • Click the Other option to verify or change file locations for third-party applications and the UltraTax/BNA Bridge.


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