Import from AdvanceFlow dialog

Use this window to import engagement balances from AdvanceFlow into the open UltraTax CS client. Note that you must assign or correct tax codes within AdvanceFlow prior to importing balances into UltraTax CS.
To open this window, open the client's return in UltraTax CS and then select Utilities, AdvanceFlow (Import).

Fields and buttons

This pane lists the AdvanceFlow engagements that have balances available for import into the open UltraTax CS client. Only clients that match the entity type of the open UltraTax CS client are included in this list.
The AdvanceFlow engagements that are selected for import into the current UltraTax CS client are listed in this pane.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close