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Restoring items
You can restore client data, customized documents (such as elections, transmittal letters, filing instructions, and invoices), system settings (such as preparer, reviewer, and staff member information), product settings (such as miscellaneous setup options, custom statements, and invoice pricing), or data mining information (such as custom searches, reports, and letters), that you previously backed up to an external storage device, a backup location, or FileCabinet CS (if licensed). To do so, follow these steps:
- If items were backed up to an external storage device, insert the device into the computer.
- SelectFile, thenRestore.noteUltraTax CS defaults to looking for items in drive C. If the information you want to restore isn't in drive C, theClients Not Foundwindow opens. Select the option for the item you want to restore, selectChange Backup Location, go to the correct drive and path, and selectContinue.
- Select the Data location (if more than 1 data location exists) to restore the data.
- SelectClients,Documents,System settings,Product settingsorData Miningfrom the dropdown.
- Select the items in the left pane that you want to restore, and chooseSelectorSelect Allto move items to the right pane.noteTo restore items from FileCabinet CS, mark either theClients with backups in FileCabinet CSorSystem backups in FileCabinet CScheckbox in theFocusgroup box and select the data location from theBackupdropdown.
- SelectRestore.
- SelectDonewhen the restore process is complete.noteIf you restore only 1 client, the client's return will automatically open after you selectDone, unless the return is password-protected.
note
- If you're searching for several external storage devices for a particular item, complete the previous steps for the 1st device. If the item isn't on that device, insert the 2nd device and selectRefresh. UltraTax CS will check the 2nd device for the item to restore and will rebuild the list accordingly.
- The options that are available in theFocusgroup box are determined by the type of item you're restoring.
If you restore data that wasn't backed up via
File
, then Backup
in UltraTax CS (for example, the data was copied within Windows Explorer), do the following steps to repair and/or rebuild the client list:- Right-clickStarton your computer, and selectExplore.
- Go toX:\WinCSI\UTYYData(whereXis the drive where you store your UltraTax CS data and YY is the application version).
- Copy and paste the client data file into the location.
- Close Windows Explorer.
- Open UltraTax CS, and selectHelp,Repair, thenRebuild Client List.note
- When you rebuild the client list, all users will need to close UltraTax CS.
- The time needed for the application to complete this process may depend on the environment and size of the client database.
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual, 1120 Corporation