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Integrate with CS Suite

Forwarding client invoice information to Practice CS

Before taking these steps, you'll need to have:
  • Defined status events in UltraTax CS.
  • Marked the
    Integrate this Firm with other solutions
     checkbox by going to
    Setup
    ,
    Firm
    , then the
    Preferences
     tab.
You can export invoice amounts from UltraTax CS so you don't have to re-enter the billing information that displays on an UltraTax CS invoice into Practice CS. UltraTax CS will export a client's invoice amount when a certain status event is logged for that client.
You can specify which status event you will log to have UltraTax CS forward the invoice amount to Practice CS.
  1. In UltraTax CS, select
    Setup
    , then
    Office Configuration
    .
  2. Select the
    Status
     tab.
  3. Select the event, then
    Edit
    .
  4. Mark the
    With the log of this event, forward invoice to CS Practice Products
     checkbox.
  5. Select
    OK
    .
When you log the selected event for a client, that client's invoice amount will be forwarded to Practice CS.

This article applies to:

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