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Populate Onvio client and contact info, create projects, and export invoices

You can do the following if you're licensed for Onvio:
  • Export demographic information about your clients from UltraTax CS to Onvio to create those clients and contacts in Onvio.
  • Turn on Client Center portals for your customers and send them a registration email.
  • Automatically create an Onvio tax return project when exporting client data from UltraTax CS.
  • Update Onvio projects and tasks from within UltraTax CS.
  • Create invoices in Onvio using information from UltraTax CS.
Before exporting UltraTax CS client information to Onvio, make sure you've entered the correct information in UltraTax CS, then export the client and contact data via
Utilities
,
Onvio Integration
.

Enter contact data in UltraTax CS before export

The population window tells you if data is missing to set up your client in Onvio. Review the following information to understand what data the application is looking for in each entity type.
1040 screen (General folder):
For both taxpayer and spouse:
  • Social Security Number
  • First name
  • Last name
Contact screen (General folder):
  • Taxpayer email address
  • Spouse email address
1120 screen (General folder):
  • EIN
  • Name
Contact screen (General folder):
  • Social Security Number (for eSignature and state use)
  • First name
  • Last name
  • Officer email address (should be an individual's email address, not the corporation's)
1065 screen (General folder):
  • EIN
  • Name
Contact screen (General folder):
  • Name of partner signing return
  • Social Security Number of partner signing return
  • Email address of the partner
1041 screen (General folder):
For estate and trust returns:
  • Employer identification number
  • Name
For fiduciary returns:
  • SSN/EIN
  • Name
Contact screen (General folder):
  • Fields in the Specific Information section
  • Email address

Export contact information from UltraTax CS to Onvio

After finishing the data entry, follow these steps to export the client contact information to Onvio to automatically create Onvio contacts.
  1. In UltraTax CS, select
    Utilities
    ,
    Onvio
    , then
    Integration
    .
  2. Mark the
    Populate Onvio client(s) and contact(s)
     checkbox in the Options section.
  3. If you want to turn on Client Center for your clients at the same time, mark the
    Enable Client Center and send registration email
     checkbox.
  4. To create tax return projects for each UltraTax CS client you export to Onvio, mark the
    Create Onvio project for UltraTax CS client
     checkbox.
  5. Select the clients you want to export, then
    Select
    . If any client IDs display in red text, you need to enter more information (such as client name or contact email address) before you can export that client's contact information.
  6. Select
    Continue
     to begin the export process.
Once the export is complete, the clients, contacts, and tax return projects will appear in Onvio. The following information is shared with Onvio:
  • Name
  • Entity
  • SSN/EIN
  • Address
  • Email
  • Spouse name and email

Update Onvio project and task status from UltraTax CS

If you're licensed for Onvio and have created tasks in Onvio for a tax return project that was previously exported from UltraTax CS, you can update the status of those tasks from within UltraTax CS and vice versa. The updates made to these task statuses are reflected in both UltraTax CS and Onvio. To do so, complete these steps.
  1. In UltraTax CS, open the client's return with the tasks you want to update.
  2. Select
    Utilities
    ,
    Onvio
    , then
    Project Information
    .
  3. The Project Information window displays the project name and primary staff designated in Onvio, along with the tasks, assigned staff, and status of each task. To update the status of an existing task, select the task in the list pane, then the status from the
    Status
     dropdown.
  4. Select
    Save
     once you've updated the tasks.
UltraTax CS sends these updates to Onvio, where the new projects and task statuses will be reflected on the Project Information screen. Note that projects and tasks are created automatically based on the related entity’s Onvio project template.

Send invoice information from UltraTax CS to Onvio

  1. In UltraTax CS, open the client with the invoice amounts you want to send to Onvio.
  2. Select
    Utilities
    ,
    Onvio
    , then
    Send Invoice
    .
After the export is complete, UltraTax CS displays a confirmation window verifying the invoice information was sent successfully.

This article applies to:

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