Engagement Selection dialog

Use this window to specify the engagements that you want to import into the open UltraTax CS client's return from the AdvanceFlow client specified in the Import from AdvanceFlow window.
This wondow opens automatically after selecting an AdvanceFlow client in the Import from AdvanceFlow window and selecting Import.

Fields and buttons

Mark the appropriate checkboxes in this list to select the engagements you wish to import from the selected AdvanceFlow client into the open UltraTax CS client's return.
Select either
Current
or
Prior
to specify the desired year-end for the AdvanceFlow balances to import into UltraTax CS.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close