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Send client data, documents, settings, or updates to a file

Follow these steps to send UltraTax CS client data, documents, system settings, product settings, CS Connect updates, or Data Mining reports, letters, or searches to an encrypted file that you can password-protect or to check out client data.
If your email service doesn't support the Messaging Application Programming Interface (MAPI) protocol, use these steps to save the documents to a file, then attach the file to an email message.
If your email service does support MAPI, you can use
Send to Email Recipient
 from the
File
 menu.
  1. Select
    File
    ,
    Send to
    , then
    File
     to open the
    Send to File Location
     window.
  2. Select the type of item you want to send to file from the dropdown.
  3. In the
    Available
     pane on the left, select an item you want to send, then choose
    Select
     to move it to the
    Selected
     pane.
  4. Optional:
     If you want to password-protect the file, enter the password in the
    Password
     field and again in the
    Verify
     field.
  5. If necessary, select
    Modify Destination
    , then specify the location to which UltraTax CS will send the file.
  6. If
    Clients
     is selected in the dropdown, you can mark the
    "Check out" selected clients
     checkbox to indicate that you're taking the client's data home or to another location.
  7. Select
    OK
     when all selected items are listed in the
    Selected
     pane.
    UltraTax CS will create the file, place it in the specified location, and notify you of the name of the file and directory in which it was placed.
  8. Optional:
     Open a new email message using AOL (or other non-MAPI-supporting service) and manually attach the file you created.

This article applies to:

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