Integration with other applications

UltraTax CS integrates with CS Professional Suite applications, other Thomson Reuters applications, and many 3rd party applications.

CS Professional Suite

You can import general ledger balances from Accounting CS into UltraTax CS. Assign or correct tax codes in your Accounting CS Client database, then use the
Import from Accounting CS
window to transfer the balances.
  • Use the Payroll Compliance module to process W-2s, 1099s, and other payroll tax forms, and share data with UltraTax CS.
  • Use Trial Balance CS alone or with Write-Up CS to handle annual engagements.
  • Use tax codes to transfer balances from Write-Up CS or Trial Balance CS into UltraTax CS.
  • Store UltraTax CS documents in FileCabinet CS.
  • Back up your client UltraTax CS client data into FileCabinet CS.
  • Create blank client folders in FileCabinet CS for UltraTax CS clients.
Access data for Fixed Assets CS clients in the UltraTax CS asset module, and vice versa, provided that client IDs are identical.
Deliver your client's tax returns to them on a NetClient CS portal.
Deliver a web client organizer to your client through a NetClient CS portal.
Create plans for your UltraTax/1040 clients by exporting 1040 client data into Planner CS.
  • Export invoice information from UltraTax CS when a certain status event is logged for a client.
  • Complete Practice CS tasks and projects when you log status events for a client.
  • Send a list of all UltraTax CS clients to Practice CS, and use it to update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client.
Send a list of all UltraTax CS clients to ToolBox CS to update your client database. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client.
Import general ledger balances from Workpapers CS into UltraTax CS. Assign or correct tax codes in your Workpapers CS Client database, then use the
Import from Workpapers CS
window to transfer the balances.
Import Engagements from Engagement Manager into UltraTax CS.
  1. Assign or correct tax codes in Engagement Manager.
  2. Select
    Setup
    ,
    User Preferences
    , then
    Misc
    .
  3. Mark the
    Enable import from Engagement Manager
    checkbox.
  4. Use the
    Import from Engagement Manager
    window to transfer the balances.

Other Thomson Reuters applications

You can share general client data between Onvio and UltraTax CS via Onvio Link.
  1. In Onvio Link settings, verify the file location for UltraTax CS client data and mark the
    Enable Data Sharing
    checkbox.
  2. In UltraTax CS, go to
    Setup
    ,
    User Preferences
    , the
    File Locations
    tab,
    Other
    , then
    Onvio
    to verify the Onvio data path.
Onvio includes the following applications.
  • Onvio Documents
    : send tax returns and other documents from UltraTax CS to Onvio Documents.
  • Onvio Workpapers
    : import client account balances from Workpapers into UltraTax CS.
You can configure UltraTax CS to send documents to GoFileRoom to store tax returns there.
You can access our Checkpoint research application from within UltraTax CS.
RIA Form/Line Finder integrates with UltraTax CS in form view. Use this feature to search by specific forms and line numbers. Then, Checkpoint locates and displays the section for you to review.
From any section of an input screen in UltraTax/1040, 1065, 1041, 1120 and 1120S you can go to the key issues, illustrations, and practice aids in PPC's core tax compliance Deskbooks.
To access Quickfinder from within UltraTax CS, go to
Setup
,
User Preferences
, then mark the checkbox for Quickfinder on the
Research
tab.

3rd party applications

Before you can import data from the following applications, you'll need to:
  1. Specify client data and integrated application file locations
  2. Enter the tax codes into the application from which you're exporting data
  3. Complete the export task in that application.
  • Accountant's Relief
  • Accounting for Practitioners
  • CaseWare Working Papers
  • Client Ledger System
  • Dillner's Full Contact Accounting System (FCAS)
  • Universal Business Computing Company
  • ProSystem fx Engagement
  • SafeSend
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