Import Schedule C data from OnBalance to UltraTax 1040 return

If you're licensed for OnBalance Self-Employed, you can import a client's Schedule C amounts from that application into the client's 1040 tax return in UltraTax CS.
  1. With the client's 1040 return open, select
    Utilities
    , then
    OnBalance Import
    .
  2. In the
    Import from OnBalance
    window, select the OnBalance client that corresponds to the open 1040 return.
  3. Select
    Import
    to begin the import process.
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