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Fixed Assets CS Support

Email client data (CSD file) from UltraTax CS or Fixed Assets CS

UltraTax CS or Fixed Assets CS lets you create unencrypted CSD files of client data that you can email or send to a file location.

Emailing client data

You must have a MAPI-compliant email software (such as Outlook) to email client data using this method. If you don't, use the other next method to send client data to a file location. This will let you manually attach the file as an attachment to an email.
  1. In UltraTax CS or Fixed Assets CS, select
    File
    ,
    Send to
    , then
    Email Recipient
    .
  2. Double-click the client to move them to the right-hand side.
  3. Optional: password protect the client's information by entering a password in the given field.
  4. Select
    OK
    .
Once you select
OK
, UltraTax CS or Fixed Assets CS will prompt your email software to create the email. Enter an email address in the provided field and send.
If your email software is MAPI compliant and it doesn't open and create an email, make sure you have the correct email software in your System Settings and then Default Apps. If it still doesn't work, use the next method and manually attach the CSD file to an email.

Sending client data to a file location

  1. In UltraTax CS or Fixed Assets CS, select
    File
    ,
    Send to
    ,
    File
    .
  2. Double-click the client to move them to the right-hand side.
  3. Optional: password protect the client(s) information by entering a password in the provided field.
  4. Select the
    Modify Destination
     button to set the file location the client will be sent to.
  5. Select
    OK
    .
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