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convert from CS Ultra tax Web based program
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Dcapabby
Level 1
11-28-2023
01:05 PM
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i need help
a new client with a relatively large return came from ultra tax WEB BASED program.
Lacetre's conversion instructions discusses how to back up from Ultra tax. No problem there.
The next step is to
WinCSI) and navigate to the UT22DATA folder.
11.1 Find the file CltList.WT9, right-click on it and choose Copy.
11.2 Browse to the C:\ConversionData folder, right-click in an empty space and choose Paste.
however, there is no folder to navigate to when the preparer uses the web based software. The CSI installation folder does not exist.
hours with Lacerte Tech... produced no help.
its a large tax return , with multi-states.
Is there no way to convert from ultra tax online ?
can anyone help Please
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2 Comments 2
PhoebeRoberts
Level 11
11-28-2023
01:24 PM
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I suggest asking UltraTax how to get that file, which appears to just be an index of the client list.
George4Tacks
Level 15
11-28-2023
04:39 PM
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@Dcapabby You should edit your post and remove your e-mail address. I agree with Phoebe, you need to speak with UltraTax to convert the web based data to something that you can use for conversion. Lacerte has that same problem with any of the other services that are web based, even their own.
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