Axcess Tax - Conversion guidelines [Ultra Tax CS > Axcess Tax]

ISSUE: Predecessor Firm uses Ultra Tax CS to prep returns.

SOLUTION: This guide can be provided to predecessor Firm to give us the backups needed to convert to Axcess Tax.

Create a new folder – Ultra Tax Backup
Open Ultra Tax CS for the tax year to be converted
Click File in the upper left corner and from the dropdown select Backup
In the Backup window, set the Focus to all return types being converted
Highlight and Select the returns to be converted or click on Select All.
Click Modify Backup Location to navigate to the newly created Ultra Tax Backup folder
Verify that the Encrypt Client Backup box is not checked.
- Note: Leaving the box checked will prevent conversion of the returns.
Click OK to begin the backup
Zip the backup by right-clicking on the Ultra Tax Backup folder
Select Send To/Compressed (Zipped) folder and save the zip file to your Desktop.