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Restore dialog
Use this dialog to restore client data, customized documents (such as elections, transmittal letters, filing instructions, and invoices), system settings (such as preparer, reviewer, and staff information), product settings (such as miscellaneous setup options, custom statements, and invoice pricing) or updates that you previously backed up to an external storage device, a backup location, or FileCabinet CS (if licensed).
To open this dialog, choose File then Restore.
note
- When you restore data for a client,allof the client's current-year federal, depreciation, and state data is restored. When you restore updates, all updates are restored together to ensure compatibility among the various applications.
- If you are licensed for Fixed Assets CS and you restore data from an UltraTax CS backup, the client's UltraTax CS depreciation data will not overwrite the existing Fixed Assets CS data as long as the UltraTax CS client data is not on your computer's hard drive.
Fields & buttons
Data location
Use this drop-down list to select the data location to which you want to restore clients, documents, or settings. Note that you must add a data location in the Setup, Office Configuration, then Data Locations tab before you can select it here.
Clients, Documents, System Settings, or Product Settings drop-down list
Select the item you want to restore.
note
The options that are available in the Focus group box are determined by the type of item you are restoring.
- SelectClientsto restore client data.
- SelectDocumentsto restore customized documents such as elections, transmittal letters, filing instructions, slipsheets, and invoices.
- SelectSystem settingsto restore customized settings (for example, preparer/reviewer/staff, data locations, interest rates, and custom mailing labels).
- SelectProduct settingsto restore customized settings (for example, federal/state print collations, miscellaneous setup options, invoice pricing, and data entry displays).
- SelectData Miningto restore&customized Data Mining searches and documents (for example, custom reports and letters).
- SelectClient XMLto restore& UltraTax CS client data in XML format from your SurePrep application. (This is only necessary if you are using UltraTax CS via Virtual Office CS and you use SurePrep applications.)
note
If you mark the
System backups in FileCabinet CS or Clients with backups in FileCabinet CS
checkbox, you can use the FileCabinet CS: [data location]
and Backup
drop-down lists to modify the list of documents, system settings, or product settings that are backed up in FileCabinet CS.Clients available
Lists all clients who meet the criteria designated in the Focus group box. Highlight the client(s) whose data you want to restore and choose the Select button to move them to the Selected pane on the right.
note
To sort the client list by client ID, name, or entity type, select the word Client ID, Name, or Entity in the title bar of the list pane.
Clients selected
Lists the clients you have selected to restore.
note
Tips
- To remove a client from this list, highlight the client and select the Remove button. The client moves to the Available pane on the left.
- To sort the client list by client ID, name, or entity type, select the word Client ID, Name, or Entity in the title bar of the list pane.
Items available to select
The contents of this list vary depending on what is selected in the 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 restore and choose the Select button to move them to the Selected pane on the right.
note
The options that are available in the Focus group box are determined by the type of item you are restoring.
- IfDocumentsis selected, this pane lists all customized documents (including custom statement information).
- IfSystem settingsis selected, this pane lists all customized settings (including preparer/reviewer/staff, data locations, interest rates, and custom mailing labels).
- IfProduct settingsis selected, this pane lists all customized settings (including federal/state print collations, miscellaneous setup options, invoice pricing, and data entry displays).
- IfData Miningis selected, this pane lists all customized searches and documents (including reports and letters).&
- IfClient XMLis selected, this pane lists all available client data as XML files. (This option is for SurePrep users who run UltraTax CS in a Virtual Office environment.)&
Items selected to restore
The contents of this list vary depending on what is selected in the drop-down list at the top of this dialog.
- IfDocumentsis selected, this pane lists the customized documents you selected to restore.
- IfSystem settingsis selected, this pane lists the customized settings (including preparer/reviewer/staff, data locations, interest rates, and custom mailing labels) you selected to restore.
- IfProduct settingsis selected, this pane lists the customized settings (including federal/state print collations, miscellaneous setup options, invoice pricing, and data entry displays) you selected to restore.
- IfData Miningis selected, this pane lists the customized searches and documents (including reports and letters) that you selected to restore.
- IfClient XMLis selected, this pane lists the client data XML files that you selected to restore. (This option is for SurePrep users who run UltraTax CS in a Virtual Office environment.)
note
To remove an item from this list, highlight the item and select the Remove button to move it to the Items Available pane.
Focus group box
Clients with backups [OR] System backups in FileCabinet CS
Mark this checkbox to restrict the list to client data, documents, system settings, or product settings backed up in FileCabinet CS.
Restore user/default focus options button
Select this button to toggle between the most recent custom focus selection and the default selection.
FileCabinet CS: [data location]
Use this drop-down list to choose the FileCabinet CS data location containing the appropriate backup data.
note
This field is not available if you selected Updates in the drop-down list in the upper-left corner of this dialog.
Backup: [MM/DD/YY]
Use this field to restrict the list above to display only those documents, system settings, or product settings that were backed up to FileCabinet CS at the specified date and time.
Entity types
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.note
- Mark theOthercheckbox to include 990, 5500, 706, and 709 clients in the list.
- Entity types are not available when you restore backup versions of UltraTax CS.
Preparer/reviewer/staff
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.
Backup data group box
Backup location
Displays the drive and folder from which the data, documents, system settings, product settings, or updates will be restored. To restore from a different location, select the Change Backup Location button, or select one of the previous ten backup locations from the drop-down list.
Change Backup Location button
To change the drive and/or path from which the data, documents, or updates will be restored, select this button, navigate to the desired location in the Modify Location dialog, and then choose OK.
Refresh button
Select this button to have UltraTax CS rebuild the client or document list after you change the device from which you are restoring data or documents.
Example:
If you know a particular client's backup data is on one of three devices but the client does not appear in the client list for the first device, replace the first device with the second one and choose this button. UltraTax CS will check the second device for clients to restore and rebuild the client list accordingly.This article applies to:
- Product: UltraTax CS