UltraTax CS and Fixed Assets CS: Restore CSD files locally

If you have UltraTax CS installed locally as well as on Virtual Office, you can use it to complete the following steps:

Restore the CSD file to your local version of UltraTax CS (by double-clicking the attachment).

Back up the client data to a local hard drive using File
, then Backup
in UltraTax CS.

From within the application, select File
, then Restore
in the application menu.

Select Modify Backup Location
, then select the location where the file was backed up on your local drive.

Select OK
.

Select Restore
to restore the client data within Virtual Office.

This article applies to: