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UltraTax - Client File Upload Instructions

The following instructions are for the 2023 tax year. If you desire to import UltraTax24 data, please import the UT24Data directory.

Ken Kantzer avatar
Written by Ken Kantzer
Updated over 4 months ago

1. Zip UltraTax Folders:


Your UltraTax data files will be located in two folders:

UT23DATA / UT24DATA

Navigate to C:\WinCSI\UT23DATA (or UT24Data)
Right click on the UT23DATA (or 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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