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Sync clients to Ultratax.com
Use this window to sync client data from UltraTax CS to Ultratax.com.
To open this window in UltraTax CS, select
Utilities
then Sync Clients to Ultratax.com
.Field & buttons
Data location
Use the dropdown list to select the data location where you want to proforma clients, documents, data entry displays, or return collations. You can select only data locations already added via tab.
Setup
System Configuration
Data Locations
Clients available to sync
The list includes all clients who meet the criteria designated in the Focus group section. Select the clients whose data you want to sync and use the
Select
button to move them to the Selected to sync
pane.note
Select
Client ID
, Name
, or Entity
in the title bar of the list pane to sort the client list.Clients selected to sync
Lists the clients you have selected to sync.
tip
- To remove clients from this list, select the clients then theRemovebutton. The clients return to theAvailable to proformapane.
- SelectClient ID,Name, orEntityin the title bar of the list pane to sort the client list.
Focus group
Entity types
Mark one or more of the entity type checkboxes to include the corresponding clients in the client list. For example, mark the
1040
checkbox to include only 1040 clients.note
Mark the
Other
checkbox to include 990, 5500, 706, and 709 clients in the list.Restore user/default focus options
Select this button to switch between the most recent custom focus selection and the default selection.
Preparer/reviewer/staff
Select a preparer, reviewer, or staff member from the dropdown list to limit the list to clients with returns assigned to a specific person.
Exclude clients whose data has not changed since sync
By default, UltraTax CS excludes clients whose data hasn’t changed since it was last sync’d. Clear this checkbox to include clients whose data hasn’t changed since last sync.