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Integrate with CS Suite

Assign or correct tax codes for Creative Solutions Accounting clients

Create a CS Web account to enable OnBalance data import

Creating NetClient CS portals from UltraTax CS

Set up integration with SafeSend

Error: Fixed asset client is network locked

Example: Using tax codes to import general ledger balances to multiple-unit input screens

Export UltraTax CS client information to Accounting CS or Workpapers CS

Forwarding client invoice information to Practice CS

Import general ledger balances

Import Schedule C data from OnBalance to UltraTax 1040 return

Integration with other applications

NetClient CS Integration

Populate Onvio client and contact info, create projects, and export invoices

Print Fixed Assets CS reports in UltraTax CS

Reasons why UltraTax CS invoices don't transfer to Practice CS

Retrieve engagement balances from Engagement Manager

Retrieve general ledger balances from Accounting CS or Workpapers CS

Retrieve general ledger balances from Accounting CS or Workpapers CS using tax codes

Send returns to SafeSend

Set up integration with GoFileRoom and UltraTax CS

Set up integration with NetClient CS

Transfer depreciation data from Fixed Assets CS

Transfer UltraTax CS client information to FileCabinet CS

Transfer UltraTax CS client information to Practice CS

Transfer UltraTax CS client information to Toolbox CS

Transition to Onvio Documents from another document management application

Troubleshoot data sharing

The View Accounting CS or Workpapers CS Tax Codes window

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