Skip to main content

UltraTax - Client File Upload Instructions

The following instructions are for the 2024 tax year. If you desire to import UltraTax25 data, please import the UT25Data directory.

Ken Kantzer avatar
Written by Ken Kantzer
Updated over 3 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 (or UT25Data) folder and
Click "Compress to..." -> ZIP File (see Screenshot below)
​

DeprData

Navigate to C:\WinCSI\DeprData.
Right-click on the DeprData folder and
Click "Compress to..." -> ZIP File
​
​

Does your right-click menu look different? Try this one.


​

2. Upload the zip files to Truss!

Did this answer your question?