> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/plugins/integrations/tax-software/ultratax-cs.md). # UltraTax CS Connect UltraTax CS to use its client and return data in Filed **AI Tax Prep**, **Chat**, and **Routines**. With **Write** access enabled, Filed can complete approved data-entry work in UltraTax CS. Always review the return in UltraTax CS before filing or finalizing it. Filed supports two UltraTax CS workflows: * **Standard workflow:** Pair Filed with the Windows workstation that runs UltraTax CS. Filed can sync clients, read returns, and enter prepared data through the Filed Desktop app. * **Manual workflow:** If you use Thomson Reuters Virtual Office, Rightworks, another hosted environment, or any setup where direct desktop sync is unavailable, export the client list and exchange UltraTax backup files manually. ## What this integration does * **Sync client list:** Filed reads the UltraTax CS client roster from the paired workstation so it can match prepared returns to the right clients. A manual Excel upload is also available as a fallback. * **Read return data:** Filed captures a client's current return data from UltraTax CS as a starting point for AI preparation. * **Enter return data:** After AI preparation is complete, Filed enters the approved data into the client's return in UltraTax CS. ## Prerequisites ### Standard workflow * UltraTax CS installed on a Windows workstation. * The Filed Desktop app installed and running on that same workstation. * Access to the folder where UltraTax CS stores client data. The usual location for tax year 2025 is `C:\WinCSI\UT25DATA`. * A workstation that can remain online whenever Filed needs to sync or perform tax-preparation work. You do not need to enter Thomson Reuters credentials or a two-factor secret in Filed to connect the current Desktop app integration. ### Manual workflow * Access to UltraTax CS through Thomson Reuters Virtual Office or Rightworks. * Permission to export a client listing from UltraTax CS. * Permission to create and restore UltraTax client backup files. ## Connect UltraTax CS to Filed Use these steps for the standard workflow: 1. In Filed, go to **Plugins > Integrations > UltraTax CS**. 2. Click **Connect UltraTax CS**. 3. Name the connection and review the requested Read and Write access. 4. Select the desktop that runs UltraTax CS. If it is not listed, click **Register this device** and follow the prompts to install or open the Filed Desktop app on that workstation. 5. Wait for Filed to show that the connection is active. 6. On the connection page, find **Data folder**. Enter the folder where UltraTax CS stores client data, such as `C:\WinCSI\UT25DATA`, then click **Save folder**. 7. In **Client list**, click **Sync Clients**. Keep the Filed Desktop app open while the sync runs. Filed reads the client roster directly from the configured UltraTax data folder. You do not need to export a Client Listing Report for the normal sync flow. ### Manual client-list workflow Use the manual client-list workflow for Thomson Reuters Virtual Office, Rightworks, other hosted environments, or any setup where the Filed Desktop app cannot sync the roster directly. 1. In UltraTax CS, export the **Client Listing Report** as an Excel file. 2. In Filed, upload the exported report in the **Client list** section. 3. Export and upload a new report whenever clients are added or changed in UltraTax CS. The following video walks through the UltraTax client-list export: {% embed url="" %} The manual client-list export imports the firm's roster into Filed. It is separate from the per-client backup-file workflow used to move return data into and out of hosted UltraTax environments. ## Tax prep workflow: Standard Once the desktop is paired, the data folder is saved, and the client list is synced, Filed can use the connected workflow. When you start tax preparation for a client, Filed reads the client's return data from UltraTax CS through the Desktop app. After AI preparation is complete, Filed enters the approved data into UltraTax CS and packages a backup. You can download a completed backup from the client's **Output** tab under **View Backups** if you want to archive or review it. Keep UltraTax CS and the Filed Desktop app available on the paired workstation while a sync or data-entry job is running. Close the client return in UltraTax CS before Filed reads or writes it. ## Tax prep workflow: Virtual Office and Rightworks Thomson Reuters Virtual Office, Rightworks, and similar hosted environments may not allow the Filed Desktop app to run alongside UltraTax CS. In these environments, use the manual client-list workflow above to import the roster, then exchange backup files for each client's tax-preparation work. 1. [Create and upload an UltraTax client backup file](/reference/plugins/integrations/tax-software/ultratax-cs/backing-up-a-client-in-ultratax-cs.md). 2. Filed prepares the return using the UltraTax backup file and source documents. When preparation is complete, you receive an email and in-app notification, and the status updates to **Data Entry Completed**. 3. Download the completed backup and [restore it in UltraTax CS](/reference/plugins/integrations/tax-software/ultratax-cs/restoring-a-backup-into-ultratax-cs.md). If you need the return as it was before Filed's preparation, download the **Sync by Filed** version from the backups list. It is the earliest entry and appears at the bottom of the list. ## Troubleshooting ### Filed Desktop disconnects or stops syncing The workstation may have restarted, gone offline, or signed out. Open the Filed Desktop app on the paired UltraTax workstation and confirm that the connection is active. Keeping the paired workstation online reduces interruptions. ### Sync Clients is unavailable Open the Filed Desktop app on the paired workstation. In Filed, confirm that the connection page shows the desktop as online. If the wrong workstation is paired, create a new UltraTax CS connection and select the workstation that runs UltraTax CS. ### Client sync fails or a client is missing Confirm that **Data folder** on the UltraTax CS connection page points to the current UltraTax client-data folder. For tax year 2025, the usual location is `C:\WinCSI\UT25DATA`. Save the folder, then click **Sync Clients** again. Run another sync whenever clients are added or changed in UltraTax CS. ### Return data is not reading or entering correctly Confirm that the data folder on the connection page matches the folder where UltraTax CS stores the client's files. Also close the client in UltraTax CS before Filed attempts to read or write the return. An open client can prevent Filed from accessing it. ## Frequently asked questions **Do I need to give Filed my Thomson Reuters username, password, or two-factor secret?** No. The current standard connection pairs Filed with the Windows workstation running UltraTax CS and does not request those credentials. **How do I keep my UltraTax client list in sync with Filed?** Open the UltraTax CS connection page and click **Sync Clients**. Run another sync whenever clients are added or changed in UltraTax CS. If you use Virtual Office, Rightworks, another hosted environment, or cannot use direct desktop sync, export a new Client Listing Report and upload it to Filed instead. **Do I need the Filed Desktop app if I use Thomson Reuters Virtual Office?** No. Virtual Office and Rightworks users can export and upload the client list manually, then use backup files to move each client's return data into and out of Filed. **What happens to my original UltraTax return after Filed enters data?** Filed packages a backup of the return before data entry. You can download the pre-entry snapshot from the **Output** tab under **View Backups** if you need to restore the original state. **Can I use the backup-file workflow if I have the Desktop app?** The backup-file workflow is intended for environments where the Desktop app cannot be installed. If the Desktop app is available, the standard connected workflow is simpler and recommended. ## Capabilities ### Review return and client information Use Filed to retrieve the client and return information available through this connection. This gives preparers and reviewers a starting point without manually entering the same information again. ### Prepare approved data-entry work When **Write** access is enabled, Filed can prepare and run approved data-entry work in the connected tax environment. Review the return in UltraTax CS before filing. ### Keep the connection operational Use the connection page to confirm the paired desktop is online, update the UltraTax data folder, sync the client list, and recover from a disconnected desktop session. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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