Transfer UltraTax CS client information to Toolbox CS

You can send a list of all UltraTax CS clients to ToolBox CS, then import the list into ToolBox CS. The list includes the UltraTax CS client ID, SSN/EIN, name, and address for each client.
  1. In UltraTax CS, select
    Help
    , then
    Repair
    .
  2. Select the
    Misc
    tab.
  3. Select
    ToolBox CS
    in the Populate CS Applications group box, 
  4. Select
    Populate
    .
    This will send the UltraTax CS client information to ToolBox CS.
  5. In ToolBox CS, select
    File
    , then
    Import Clients
    .
  6. Verify that the correct path displays in the
    Import Clients
    window.
  7. Select
    Import
    .
  8. Select
    Clients
    , then
    All Clients
    in the navigation pane to view the results of your import.
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