UltraTax CS integrates with CS Professional Suite applications, other Thomson Reuters applications, and many 3rd party applications.
important
For integration to work properly, you'll need to specify the data paths in UltraTax CS.
CS Professional Suite
note
Data sharing is a method of integration with CS Professional Suite.
Data sharing helps you set up client information.
Data sharing works within UltraTax CS to enter new employee or client data using data from another employee or client with a matching Social Security Number (SSN) or Employer Identification Number (EIN).
Data sharing can also transfer data between: Accounting CS, Workpapers CS, Creative Solutions Accounting (CSA), Practice CS, FileCabinet CS, and Fixed Assets CS.
Accounting CS
You can import general ledger balances from Accounting CS into UltraTax CS. Assign or correct tax codes in your Accounting CS Client database, then use the
Import from Accounting CS
window to transfer the balances.
Creative Solutions Accounting (CSA)
Use the Payroll Compliance module to process W-2s, 1099s, and other payroll tax forms, and share data with UltraTax CS.
Use Trial Balance CS alone or with Write-Up CS to handle annual engagements.
Use tax codes to transfer balances from Write-Up CS or Trial Balance CS into UltraTax CS.
FileCabinet CS
Store UltraTax CS documents in FileCabinet CS.
Back up your client UltraTax CS client data into FileCabinet CS.
Create blank client folders in FileCabinet CS for UltraTax CS clients.
Fixed Assets CS
Access data for Fixed Assets CS clients in the UltraTax CS asset module, and vice versa, provided that client IDs are identical.
NetClient CS
Deliver your client's tax returns to them on a NetClient CS portal.
Deliver a web client organizer to your client through a NetClient CS portal.
Planner CS
Create plans for your UltraTax/1040 clients by exporting 1040 client data into Planner CS.
note
Export is not turned on in Planner CS in the initial releases for a given tax year. They are available by installing the UltraTax/1040 and Planner CS updates usually released in February.
Practice CS
Export invoice information from UltraTax CS when a certain status event is logged for a client.
Complete Practice CS tasks and projects when you log status events for a client.
Send a list of all UltraTax CS clients to Practice CS, and use it to update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client.
ToolBox CS
Send a list of all UltraTax CS clients to ToolBox CS to update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client.
Workpapers CS
Import general ledger balances from Workpapers CS into UltraTax CS. Assign or correct tax codes in your Workpapers CS Client database, then use the
Import from Workpapers CS
window to transfer the balances.
Engagement Manager
Import Engagements from Engagement Manager into UltraTax CS.
Assign or correct tax codes in Engagement Manager.
Select
Setup
,
User Preferences
, then
Misc
.
Mark the
Enable import from Engagement Manager
checkbox.
Use the
Import from Engagement Manager
window to transfer the balances.
Other Thomson Reuters applications
Onvio
You can share general client data between Onvio and UltraTax CS via Onvio Link.
In Onvio Link settings, verify the file location for UltraTax CS client data and mark the
Enable Data Sharing
checkbox.
In UltraTax CS, go to
Setup
,
User Preferences
, the
File Locations
tab,
Other
, then
Onvio
to verify the Onvio data path.
Onvio includes the following applications.
Onvio Documents
: send tax returns and other documents from UltraTax CS to Onvio Documents.
Onvio Workpapers
: import client account balances from Workpapers into UltraTax CS.
GoFileRoom
You can configure UltraTax CS to send documents to GoFileRoom to store tax returns there.
Checkpoint
You can access our Checkpoint research application from within UltraTax CS.
RIA Form/Line Finder
RIA Form/Line Finder integrates with UltraTax CS in form view. Use this feature to search by specific forms and line numbers. Then, Checkpoint locates and displays the section for you to review.
PPC Deskbooks
From any section of an input screen in UltraTax/1040, 1065, 1041, 1120 and 1120S you can go to the key issues, illustrations, and practice aids in PPC's core tax compliance Deskbooks.
Quickfinder on ProView
To access Quickfinder from within UltraTax CS, go to
Setup
,
User Preferences
, then mark the checkbox for Quickfinder on the
Research
tab.
3rd party applications
Before you can import data from the following applications, you'll need to:
Specify client data and integrated application file locations
Enter the tax codes into the application from which you're exporting data