Recreate XML file when importing account balances

If you're having an issue importing account balances that requires you to recreate the XML file, you'll need to do the following:
  1. Close the client in UltraTax.
  2. Go to the data location where the XML files are saved (by default the location is
    \WinCSI\Accounting CS Data (or Workpapers CS Data)\Data\Integration\Tax
    .
  3. Rename the existing XML file by adding
    .OLD
    after the file extension.
  4. Try the import again.

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