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Backup dialog

You can back up (archive) client data, customized documents (such as elections, transmittal letters, filing instructions, and invoices), system settings (such as preparer, reviewer, and staff information), or product settings (such as miscellaneous setup options, custom statements, and invoice pricing).
To open this dialog, choose File then Backup.

Fields & buttons

Select the item you want to back up.
  • Select
    Clients
     to back up client data. (If you are using UltraTax CS in a Virtual Office CS environment, this option includes clients you plan to import into a SurePrep application via XML file.)&
  • Select
    Documents
     to back up customized documents such as elections, transmittal letters, filing instructions, and invoices.
  • Select
    System settings
     to back up customized settings (such as, preparer/reviewer/staff, data locations, interest rates, and custom mailing labels).
  • Select
    Product settings
     to back up customized settings (for example, federal/state print collations, miscellaneous setup options, invoice pricing, custom statements, and data entry displays).
Lists all clients who meet the criteria designated in the Focus group box. Highlight the client(s) whose data you want to archive and choose the Select button to move them to the Selected pane on the right.
Lists the clients you have selected to archive.
The open client automatically appears in this list pane. If you do not want to archive the open client's data, highlight the client's name in this list pane and select the Remove button.
The contents of this list vary depending on what is selected in the
Clients, Documents, System Settings, or Product Settings&
drop-down list at the top of this dialog and the entity type(s) designated in the Focus group box. Highlight the items you want to archive and choose the Select button to move them to the Selected pane on the right.
  • If
    Documents
     is selected, all customized documents (including custom statement information) display.
  • If
    System settings
     is selected, all customized settings (including preparer/reviewer/staff, data locations, interest rates, and custom mailing labels) display.
  • If
    Product settings
     is selected, all customized settings (including federal/state print collations, Miscellaneous setup options, invoice pricing, and data entry displays) display.
The contents of this list vary depending on what is selected in the
Clients, Documents, System Settings, or Product Settings
& drop-down list at the top of this dialog.
  • If
    Documents
     is selected, UltraTax CS lists the customized documents you selected.
  • If
    System settings
     is selected, UltraTax CS lists the customized settings (including preparer/reviewer/staff, data locations, interest rates, and custom mailing labels) you selected.
  • If
    Product settings
     is selected, UltraTax CS lists the customized settings (including federal/state print collations, Miscellaneous setup options, invoice pricing, and data entry displays) you selected.

Focus group box

Mark one or more of the entity type checkboxes to include the corresponding clients in the client list.
Example:
 To include only 1040 clients in the list, clear all checkboxes except the 1040 checkbox.
Select this button to toggle between the most recent custom focus selection and the default selection.
Select a preparer, reviewer, or staff member from the drop-down list to limit the list to clients whose returns were assigned to a specific person.
This checkbox is marked by default so that only those clients whose data has been accessed (and potentially updated) since it was last archived are listed. Clear this checkbox to change the default setting.

Backup data group box

Select this option to back up data to an external storage device or other location. This field displays the drive and folder to which the data or documents will be archived. To archive to a different location, select the Modify Backup Location button, or select one of the previous ten backup locations from the drop-down list.
Select this option to back up data to FileCabinet CS (if licensed). Use the drop-down list to select the FileCabinet CS data location where you want to store the backed up data.
Mark this checkbox to check out the selected clients' data. By checking out a client's data, you can avoid problems that result from multiple people accessing the same client data simultaneously.
For example, you might mark this checkbox when you take a client's data home or to another office location. If anyone attempts to open the client while you have the data checked out, they will receive a message stating that the data is currently checked out. If the person chooses to open the client anyway, this checkbox will be cleared.
To change the drive and/or path to which the data, documents, or updates will be archived, select this button, navigate to the desired location in the Modify Location dialog, and then select OK.
If you are using UltraTax CS via Virtual Office CS and you use SurePrep applications that import XML files, use these fields to back up an UltraTax CS client's data in XML format for use with your SurePrep application.

This article applies to:

  • Product: UltraTax CS
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