Add UltraTax CS as a vendor in AdvanceFlow engagements

You can import AdvanceFlow engagements into UltraTax CS. Before you can do that, you'll need to add Ultra Tax CS as a vendor in AdvanceFlow. Follow these steps to get started.
  1. In AdvanceFlow, select Set up menu item showing a cog icon.
    Setup
    , then
    Firm Settings
    .
  2. Select
    Firm Settings
    .
  3. Under Tax information, mark the
    UltraTax CS
    checkbox, then select
    Save
    .
  4. Return to the
    Engagement dashboard
    and select the name of an engagement to view it.
  5. Select the
    Properties
    tab from the navigation pane.
  6. Choose
    UltraTax CS
    from the
    Vendor
    dropdown list, under Tax information.
  7. Select
    Save
    .
Assign your tax codes using the same codes in UltraTax CS. You can find tax codes for other apps within AdvanceFlow's
Setup
options.
  1. Select Set up menu item showing a cog icon.
    Setup
    , then
    Tax codes
    .
  2. Select
    UltraTax CS
    as the
    Tax vendor
    .
  3. Choose an
    Entity
    and
    Tax Year
    .

Import AdvanceFlow balances in UltraTax CS

  1. Sign in to UltraTax CS.
  2. Select
    Setup
    , then
    User Preferences
    .
  3. Mark the
    Enable import from AdvanceFlow
    checkbox on the Misc tab.
You can import balances from your AdvanceFlow engagements into UltraTax CS. Assign tax codes to your forms that match UltraTax CS as you work on your engagement in AdvanceFlow. Once you've done that, you're ready to set up the import in UltraTax CS. Begin by opening the client file for your import and follow these steps:
  1. Select
    Utilities
    , then
    AdvanceFlow (Import)
    .
    1. Sign in to AdvanceFlow.
  2. Choose your client and engagement, then select the date range for your import.
  3. Select
    OK
    .
  4. Select
    Import
    then
    Done
    .