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Send client data, documents, settings, or updates via email

If your email service supports Messaging Application Programming Interface (MAPI) protocol, follow these steps to send client data, client documents, system settings, product settings, CS Connect updates, or Data Mining reports, letters, or searches to a file that UltraTax CS will attach to an email message. You can also use these steps to check out client data.
  1. Select
    File
    ,
    Send to
    , then
    Email Recipient
     to open the
    Send to Email Recipient
     window.
  2. From the dropdown, select the type of item you want to attach to an email message.
  3. In the
    Available
     pane, 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
    Clients
     is selected in the dropdown on this window, you can mark the
    "Check out" selected clients
     checkbox to indicate that you're taking the client's data home or to another location.
  6. Select
    OK
     when all items are listed in the
    Selected
     pane.
    UltraTax CS automatically opens an email message and attaches the files you selected. UltraTax CS enters
    "The file attached to this email contains the following"
     in the body of the message. A list of the attached items then follows the text. You can edit the text of this message.
  7. Once you edit the message, enter the email addresses of the recipients and send the message.

This article applies to:

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