Add UltraTax CS clients and contacts to Onvio

You can synchronize existing client and contact information from UltraTax CS to Onvio using Onvio Link. With this you can update and complete clients in UltraTax CS and automatically update their Onvio files at the same time.

Before you start

Export clients from UltraTax CS

  1. In UltraTax CS go to Utilities, select Onvio, then Integration.
  2. Use Select or Select All to choose which clients to export.
  3. Mark the fields in the Options section for Onvio:
    • Populate Onvio client(s) and contact(s). This will add contact information to Onvio for clients and contacts.
    • Create Onvio project for UltraTax CS client. This will create a tax project for these clients in Onvio.
    • Enable Client Tax Center and send registration email. The registration email invites the taxpayer for individual returns and the tax matters contact for business returns to register for Onvio Client Center.
    • Request Documents from client. Send an email to the taxpayer or tax matters contact to request documents for the returns. You can add a due date and a description of the requested documents.
  4. Select Continue.
  5. Open Onvio Link on your computer and sign in.
  6. Select Settings
  7. In the Datasharing tab, make sure the data location for UltraTax CS is correct. If you need to make changes, select Modify Location.

    Note: This location should reference your WinCSI\UTYYData folder, where YY is the year of UltraTax CS. For example, C:\WinCSI\UT20Data.

  8. Mark the Enable Data Sharing checkbox and select Yes to confirm. This will build the data sharing connection between UltraTax CS and Onvio for the clients you selected for export. It may take several minutes depending on the number and size of the selected clients.
  9. Select OK to close Onvio Link.

Note: If you add new clients to UltraTax CS they will be added to Onvio as contacts.


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