Note: If your account is registered to use the Online software for a specific year, 1040 returns will still need to be e-filed through the Online program and can not be sent through the desktop software.
UltimateTax Online gives you the ability to export return data. The exported file can then be used to carry forward data in UltimateTax Desktop and create returns for the next tax year. The exported file is password protected and encrypted. An email containing the password will be sent to the email address on record for the Admin user Online. The email address for the Admin can be verified in Settings > Manage Users. Click Edit on the row for the Admin user name to view or change the email address.
Note: The following steps with images are available starting on page 47 in the UltimateTax Online User Guide, which is located on the dashboard of the Online program.
To export returns, do the following:
- Log in as the Admin. This option is only available for the root Admin, not a user with the Administrator role.
- Click Tax Returns.
- In the View More Actions list, click Export Returns.
- Select the returns and click Export.
- To export all returns, click Select All.
- Click OK.
- On the Export Return Status window, do one of the following:
- Click Close to continue working in UltimateTax Online and run the export in the background. Continue to step 7.
- Wait for the export to complete, and click the link to download the export. The name of the ZIP file contains the date and time the export was created. Continue to step 9.
- If the export status is incomplete, click Close and go back to step 3.
- In the View More Actions list, click Export Returns Status.
- Click the link to download the completed export. The name of the ZIP file contains the date and time the export was created.
- If the export status is incomplete, click Close and go back to step 3.
- Depending on your browser, the steps to open the downloaded files vary. Once the files are open, click Extract all files.
- Click Extract.
- Copy the password into the Password needed window from the email sent to the Admin user.
- Click OK. If UltimateTax Desktop is installed and you want to make the return export data available, continue to step 13. If not, note the location of the files or copy them to a new location.
- If you had documents or images associated with your returns using Vault, you will see a Documents folder in addition to the return files. The Documents folder will contain sub-folders for each return containing the documents or images. These files will not be accessible in UltimateTax Desktop.
- Select and copy all the files in the folder.
- Browse to the drive where UltimateTax Desktop is installed and double-click the UTSXX (where XX is the year) folder. You cannot skip years during this process. (ex: 2021 Online to 2021 Desktop)
- Double-click the PROFORMA folder.
- Right-click and paste the files.
- You can complete the carry forward process in UltimateTax Desktop and start a new return.
- The exported file you created will be available in UltimateTax Online for five days or until a new Export Returns session is initiated. The file is shown on the View More Actions list as Export Return Status.
