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Disk space

Minimize disk space used by UltraTax CS

Follow these steps to reduce the disk space used by UltraTax CS.

Remove prior-year data

Back up prior-year data you rarely need to an archive storage drive and delete it from Virtual Office CS or SaaS.
  1. Open UltraTax CS.
  2. Select
    File
    , then
    Backup
    .
  3. Select the clients whose data you want to back up, then
    Select
    .
  4. Make sure the path in the
    Backup location
     field goes to the archive storage drive. Use
    W:\UTxx_ARCHIVE
     as the path to the archive storage drive location. To change the archive location, select
    Modify Backup Location
    .
  5. Select
    Backup
    .
  6. After you've backed up the client data, select
    File
    , then
    Delete
     to delete the clients from UltraTax CS.

Restore archived data

  1. In UltraTax CS, select
    File
    , then
    Restore
    .
  2. Make sure the restore path is
    W:\UTxx_ARCHIVE
    .
  3. Select the clients you want to restore, then
    Restore
    .

Delete unnecessary client data proforma’d from the previous year

If you proforma’d data to the current year from the prior-year version of UltraTax CS, and your firm won't prepare a return for that client in the current year, you can save disk space by deleting the client data from the current-year version of UltraTax CS without deleting prior-year depreciation data.
  1. In the current-year version of UltraTax CS, close all clients.
  2. Select
    File
    , then
    Delete
    .
  3. Select the clients whose data was proforma'd but not needed, then
    Select
    .
  4. Clear the
    Delete Fixed Assets CS data
     checkbox.
  5. Select
    Delete
    .

This article applies to:

  • Product: Virtual Office CS
  • Subject: Export
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