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Missing or lost data
If all client data, other than the Social Security Number (SSN) or Employer Identification Number (EIN), is missing after opening the client, the following instructions may help recover the missing data.
note
- Your network technician should fully assess application and error logs, network connectivity, interference by third-party solutions (including antivirus software), and other possible causes to determine why this occurred.
- Lost or missing data is typically a result of a loss of communication between the workstations and the server, where the information isn't being saved back to the network data location. To help resolve this issue, UltraTax CS provides an option on theSetup,User Preferences, thenMisctab to improve performance using a local drive. This option will need to be marked on each workstation.
Resolution
Follow these steps to determine if the data can be recovered:
- Close the client in UltraTax CS.
- Go to the client's data directory,Z:\WinCSI\UTYYDATA\XXXX, where Z is the drive letter where the data is stored, YY represents the UltraTax CS version/year of the application, and XXXX represents the client ID.
- Determine whether the client data folder contains the following file:XXXX.UTY_, where XXXX is the Client ID. The underscore indicates that this is a temporary file and is intended to replace the .UTY file automatically. Sometimes this process is interrupted.noteThis file will contain all of the client's data from the beginning of the data entry session that ended abnormally. If thisXXXX.UTY_doesn't exist, the data can't be recovered unless you have a separate backup of the client files.
- If theXXXX.UTY_file exists, locate theXXXX.UTYfile, where Y is the UltraTax CS version/year of the application. Rename this file toXXXX.OLD. To rename the file, right-click on the file and selectRename.
- Rename theXXXX.UT_ filetoXXXX.UTY, where .UTY represents the year of UltraTax and XXXX is the Client ID (for example, XXXX.UT8).
- Reopen the client and the information should be restored. When you determine that the data was recovered, you may delete the .OLD file.
If you're unable to recover the missing data following the steps earlier, then the next best option is to restore the client from backup. If you use a third-party backup system or software, consult your qualified IT professional to restore the client data.
You may also try to restore the client files in the UT22Data folder using
Windows Backup
if you have system protection enabled. For instructions, refer to the "Can I restore a file or folder that was deleted or renamed?" section of Microsoft's topic on restoring previous versions of a file and folder.This article applies to:
- Product: UltraTax CS, UltraTax CS
- Return type: 1040 Individual, 1120 Corporation