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Integrate with CS Suite

Set up integration with GoFileRoom and UltraTax CS

Integration between GoFileRoom and UltraTax CS began with version 2009.4.0.
The initial setup steps have been completed by default in the Virtual Office and Software as a Service (SaaS) environments.
  1. Perform the initial setup:
  2. For each workstation, you'll need to do a Desktop Setup.
  3. Download and install the UltraTax CS licenses to ensure that they are up to date for integration.
  4. Configure GoFileRoom indexes to UltraTax CS values:
    1. Select
      Setup
      ,
      Office Configuration
      , then the
      Onvio
       or
      GoFileRoom
       tab.
    2. Select
      GoFileRoom
       from the
      Document management
       dropdown list.
    3. Select the
      GoFileRoom
       tab.
    4. Select
      GoFileRoom Options
       to access the
      Configuration
       window.
    5. Select the
      GoFileRoom (GFR) Drawer
       for which you would like to establish mapping.
  5. Print UltraTax return data to GoFileRoom
  6. Select
    File
    , then
    Print Returns
    .
  7. Mark the
    GoFileRoom
     checkbox.
  8. Select
    To Drawer
     or
    Print
     (if you are also printing to other destinations).
Tips for Index Mapping section of the Configuration window
  • GoFileRoom Index represents the GoFileRoom Add screen for the selected drawer.
  • UltraTax CS Property represents a value that will be passed to that screen from UltraTax CS.
  • You can choose from the following in the dropdown list: UT Client ID, UT Client Name, Date Printed, Document Name, Document Type, UT Year, Period End, and Map Each Return Type.
  • You can also use
    Custom Static Text
     to define a value that won’t change.
Tips for Index Mapping section of Configuration window
The Tax return type mapping section of the configuration window only applies when the Index Mapping option, File section, is set to value
[Map Each Return Type]
.
  • The Tax return type mapping section allows for more detailed indexing: it is possible to map a separate File Section for each type of return, then a corresponding document type.
  • When utilizing the Tax return type mapping options, both the File Section and Document type of each printed document are dynamically indexed using the options specified within the Tax return type mapping fields.
  • The 1040 return maps to the Individual Tax 1040 file section. The available file sections within the dropdown are pulled from the
    Add
     screen of the selected GoFileRoom drawer.
We recommend that you mark the
Prompt to view/verify return indexes when printing to GoFileRoom
 checkbox in the
Configuration
 window. This gives you a final review of the index information before sending the return data to GoFileRoom. You can make corrections to any index information from the GoFileRoom window, which appears at print time if you mark this checkbox.

This article applies to:

  • Product: UltraTax CS
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