Transfer UltraTax CS client information to FileCabinet CS

You can create blank client folders in FileCabinet CS for UltraTax CS clients. To create this list in FileCabinet CS, complete the following steps.
  1. In UltraTax CS, select
    Help
    , then
    Repair
    .
  2. Select the
    Misc
    tab.
  3. Select the
    FileCabinet CS
    checkbox in the Populate CS Applications group box.
  4. If you want an UltraTax CS folder in FileCabinet CS, mark the
    Create an UltraTax CS folder in FileCabinet CS clients
    checkbox.
  5. Select
    Populate
    .
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