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Integrate with CS Suite

Transfer depreciation data from Fixed Assets CS

If you use Fixed Assets CS, you can easily integrate it with UltraTax CS so that Fixed Assets CS automatically transfers client depreciation data to the UltraTax CS asset module.
To integrate UltraTax CS with Fixed Assets CS:
  1. Select
    Setup
    , then
    User Preferences
    .
  2. Select the
    File Location
     tab in both applications to verify that both applications have the same directory specified for Depreciation client data.
In most cases, Fixed Assets CS automatically shares data with the corresponding UltraTax CS clients without any action needed by you. Follow these steps if you want to transfer Fixed Assets CS data into the open UltraTax CS client manually.
  1. Open the client in UltraTax CS.
  2. Select
    Utilities
    , then
    Fixed Assets CS (Import)
    .
    UltraTax CS updates the client's depreciation data with the Fixed Assets CS data.

This article applies to:

  • Product: Fixed Assets CS, UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
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