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Reasons why UltraTax CS invoices don't transfer to Practice CS
You can export invoice information created in UltraTax CS to Practice CS. Practice CS can then accept this invoice information, update the client's accounts receivable balance, and process payments for the invoices.
Use the following information to troubleshoot why UltraTax CS invoices don't transfer to Practice CS.
Integration options in Practice CS
Follow these steps to turn on integration options in Practice CS.
- In Practice CS, selectSetup, thenFirm.
- Select thePreferencestab.
- Mark theIntegrate this Firm with other solutionscheckbox.noteYou may get a message that another database already has this option selected. Only 1 database can have the option selected. If you believe this message is in error (as can sometimes happen after an update) or you want to switch the option to your current database, selectYes.
- SelectEnterto close Firm Setup.
File locations in UltraTax CS
Make sure to set up file locations in UltraTax CS to point to your installation of Practice CS.
Status events
Follow these steps to add a status event that will send UltraTax CS invoices to Practice CS.
- In UltraTax CS, selectSetup, thenOffice Configuration.
- Select theStatustab.
- SelectAddto add a new event that will send the invoice to Practice CS when selected. SelectEditto change an existing event to send the invoice to Practice CS when selected.noteIf you selectAdd, enter a name for the event in theEvent descriptionfield.
- Mark theWith the log of this event, forward invoice to CS Practice Productscheckbox.
- SelectEnter, thenOK.
Preview or print the return
If the invoice transfers over with a 0 or incorrect balance, make sure to preview or print the return before selecting the status event designated to export the invoice to Practice CS. If you make any changes to the return that might change the content or amount of the invoices, make sure to preview or print the return again.
This article applies to:
- Product: UltraTax CS, Practice CS
- Return type: 1040 Individual, 1120 Corporation