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UltraTax - Client File Upload Instructions

The following instructions are for the 2025 tax year.

Ken Kantzer avatar
Written by Ken Kantzer
Updated over 2 weeks ago

1. Zip UltraTax Folders:


Your UltraTax data files will be located in two folders:

UT23DATA / UT24DATA

Navigate to C:\WinCSI\UT24DATA (or UT24Data)
Right-click on the UT24DATA folder and
Click "Compress to..." -> ZIP File (see Screenshot below)
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DeprData

Navigate to C:\WinCSI\DeprData.
Right-click on the DeprData folder and
Click "Compress to..." -> ZIP File
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Does your right-click menu look different? Try this one.


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2. Upload the zip files to Truss!

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