1. Log in to Ultratax and open the client
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Log In to UltraTax
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Click "File" > select "Open Client...".
3. Select the client > select "Open".
2. Select "File" > "Sent to" > "🗂️ File...".
What to do when the prep is completed
How to Access Completed Returns
1. In Truss, go to the Truss Prep screen > select "View" by the file
2. Under the "Truss Produced File" column, select the Return.
Important: Make sure that you download onto the same device that you have UltraTax installed. If you run UltraTax from a remote desktop or cloud then you'll need to download it there.
3. Open UltraTax, then double click on the .csd file that was just downloaded and it will open in UltraTax. you'll see this box > select "Restore".
4. Overwrite the existing client data.
TIP: We recommend that you remove the password after restoring.
File Menu > Client Properties > Advanced Properties > Remove Password