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Import From Creative Solutions Accounting dialog
Use this window to retrieve general ledger balances from Creative Solutions Accounting into the open client. The clients available for retrieval will be
only
those CSA clients that are the same entity as the open UltraTax CS client.To open this window, select Creative Solutions Accounting (Import) on the toolbar or select Utilities, Creative Solutions Accounting (Import). Note that this window is available only when a client's return is open.
Fields and buttons
Clients available to transfer
All CSA clients that match the entity type of the open UltraTax CS client are listed here. Select the client(s) whose general ledger balances you want to transfer and select the Select button to move them over to the Clients to transfer pane.
note
Tips
- You must select CSA clients that are the same entity type as the UltraTax CS client into whom you are retrieving data.
- To assign tax codes for a CSA client, select that client in the Clients to transfer pane, then select Assign Tax Codes.
- After you have selected the CSA client(s), select Import to transfer their data into the UltraTax CS client.
Clients to transfer
Lists the Creative Solutions Accounting& clients whose general ledger balances will be retrieved into the open client.
note
Tips
- To remove a client from this list, select the client and select Remove. The client returns to the Clients available to transfer pane.
- To assign tax codes for a Write-Up CS client, select that client in the Clients to transfer pane, then select Assign Tax Codes.
- If the list of clients to transfer is accurate, select Import to begin the transfer.
Assign Tax Codes
In the Clients to transfer pane, select the CSA client for whom you want to assign tax codes. Then, select this to open the Assign Creative Solutions Accounting Tax Codes window in which you can assign tax codes for the selected CSA client.
note
This is available only if a CSA client is selected in the Clients to transfer pane.
note
To retrieve general ledger balances from CSA clients into the open UltraTax CS client, select the CSA client(s) and select Import.
note
When multiple units or activities are maintained in a single UltraTax CS client but in separate Write-Up CS clients, the Write-Up CS clients will need to have unique unit numbers in addition to their tax codes. (That is, they cannot be assigned the same tax codes.) The presence of common tax codes causes UltraTax CS to consolidate the balances of multiple Write-Up CS clients and total them into one. To maintain separate units for the separate Write-Up CS clients, make sure unit numbers are assigned to the tax code.