We’ve enhanced 2013 UltraTax CS to allow the seamless transfer of client data to Accounting CS and Workpapers CS. This feature is accessible via the Help > Repair > Misc tab in 2013 UltraTax CS. There you can select the CS Accounting Products option and click the Populate button to send a list of all UltraTax CS clients to Accounting CS or Workpapers CS. The list includes information such as client ID, TIN, name, and address for each client.
For more information, see the Exporting UltraTax CS client information to Workpapers CS for details on sending the info from UltraTax CS, and Importing basic client information from UltraTax CS for more info on how the data is updated once it’s retrieved in Accounting CS.
Review the following articles in our Help & How-To Center on how to transfer UltraTax CS client data into other CS Professional Suite programs:
- Populating Client Information from UltraTax CS to Practice CS
- Transferring UltraTax CS client information to ToolBox CS
- Transferring UltraTax CS client information to FileCabinet CS