# Using UltraTax CS without the Filed App (Thomson Reuters or Rightworks)

These instructions explain the end-to-end process for CPA firms and tax professionals to upload client data to Filed AI Prep, receive a completed tax return, and restore it back into UltraTax CS for final review and filing.

## How to Upload and Retrieve UltraTax CS Backup Files Using the Filed AI Prep Platform

### PART 1: Preparing Files for Upload to Filed AI Prep

#### Step 1: Create an UltraTax CS Backup File (2025 Pro Forma)

1. Open UltraTax CS.
2. Open the desired client.
3. Click **File**.
4. Select **Backup**.
5. Choose the client (or additional clients, if applicable).
6. Select a secure location to save the backup file.
7. Click **Backup** to complete the process.
8. Navigate to the file location to confirm the backup file was successfully created.

#### Step 2: Gather Required Documents for Upload

Upload the following items to the Filed AI Prep platform:

* Prior-year (2024) tax return (PDF)
* All 2025 tax documents, organizers, and supporting forms

> **Note:** The 2025 proforma'd UltraTax CS backup file can be manually uploaded after you click "Start Prep" — there will be an **upload button** to submit the UT backup file.

### PART 2: Starting Filed AI Tax Prep

Filed AI Prep will prepare the 2025 tax return using the information provided.

Once completed:

* You will receive an email and/or in-app notification.
* The status will update to "Data Entry Completed" (green).

### PART 3: Downloading and Restoring the Completed Backup File

#### Step 1: Download the File

1. Go to Tax Prep > your client.
2. Click on the **Output** tab.
3. Select **View Backups** to download the "Prepared by Filed" version.
4. Click **Download** to retrieve completed UltraTax CS backup file.

> **Note:** If your team ever need to revert to the original version, you can download the "Sync by Filed" version (the earliest version at the bottom).

#### Step 2: Save to Accessible Data Location

1. Unzip or extract the downloaded file as needed.
2. Save the file to a data location accessible within your UltraTax CS cloud hosting environment.

#### Step 3: Restore the Backup File in UltraTax CS

1. Open UltraTax CS.
2. Click **File**.
3. Select **Restore**.
4. Select the correct data location.
5. Choose the client(s).
6. Click **Restore**.
7. Select **Yes to All** when prompted.

#### Step 4: Review and Finalize

Open the restored client in UltraTax CS and complete your review to finalize the return.

***

Legacy URL: <https://support.filed.com/articles/8831871659-using-ultratax-cs-with-thomson-reuters-virtual-machine>


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