Ultra Tax - Exporting Data

To export your data from UltraTax for a Firm360 import, please follow the steps below:

1. Click Utilities and select Client Listing Reports. 
2. Set report type to Client Contact.
3. Check the box Include all contact phone numbers (export only).
   
4. Click Continue.
5. Under Focus, check boxes for 1040, 1120, 1165, 1041, Other.
6. Click Select All.
7. Click Export.
8. Check box to Include Column Headings.
9. Click Save.

Exporting Client Tax IDs to populate the Tax ID/SSN columns in our template

Steps to take:

1. Utilities
2. Client Listing Reports
3. General Return Information

General in UT:

You may need to update your UltraTax Settings to allow for Full SSNs and TINs to be exported. To do this: 

Controlling Access to SSNs with a Password

If you need to restrict access to SSNs within your firm, UltraTax CS allows you to set up a password to control who can view SSNs:

1. Go to Setup > Security

2. Enter or create a master password.

3. Check the box for Require a password to display Personally Identifiable Information (PII).

4. Enter and verify a new password.

5. Click OK to save your settings.

With this setup, UltraTax CS will prompt users to enter the password when accessing SSNs. If they don't have the password, SSNs will be masked upon downloading client data.