Help and Support
Source Document
UltraTax
PPC
Bonus
100
Article to delete or convert PPC document
100
What years does UltraTax allow source document processing?
Current year only!
Can't use Source document processing with prior year.
100
My clients are in Ultratax but not in WPCS, how do I import them to Workpapers.
hint - help and support for 400
In WPCS go to file, import, polulate clients from UltraTax CS
100
This icon in the Workpapers tree indicates that it is a PPC Smart Practice Aid
Blue S
100
How Do I find internal articles
Internal Tools Help and Support may need to open in an incognito window
https://www.thomsonreuters.com/en-us/help/sign-in.html
200
This article can be referenced when someone is setting up Source Document Processing (SDP) and provides tips for settings.
200
What is the next step after adding the source document and the status is available?
Right click on the source document folder and click transmit
200
In UltraTax what do I click on to import from Workpapers/Accounting CS
Utilities
200
In ACS where do I go to link a new engagment with PPC
- Select Setup, Engagement Binders, then select Properties.
- Select the engagement to link with PPC's SMART Practice Aids, PPC tab, then select Edit.
- Select Add Link
to open PPC's SMART Practice Aids. - Select Create a new engagement, then select OK.
200
How do I search an ADO for Workpapers/PPC issues
300
This article is for sharing W-2 data with UltraTax
300
This is how to add a source document to and engagement binder
What is right click on the source document processing folder in the engagement Binder tree view, select add workpaper.
300
These codes in Accounting CS/WPCS tell the system where to put the information in UltraTax
Chart of Accounts - tax codes
300
I'm going to a clients office to do an Audit and they do not have WiFi. What optionS can I use?
Field Work Module or
Disconnect workpapers - right click on the document in the engagement binder. this allows you to use those documents in the field
300
Where can I check to see if a Firm is licensed for Workpapers
EMS
firm products, filter by ACCTCS - Product code ACSWP Description Workpapers CS
Flash
Help>about
400
This article explains how to export client information TO Workpapers from Ultratax
400
This is another name for Source Document Processing or SDP
What is OCR Optical Character Recognition
400
Where in the application do I make sure It is pointing toward Ultratax?
Setup, File locations
400
How can I remove PPC documents from a binder
open the binder, click on the PPC document, right click, select delete or click the red x in the icon bar
400
What is the Parnes, Velano, Martinez Firm ID
798046
500
This article is for linking an existing binder
500
This client entity type is required for source document processing
1040
500
In UltraTax where do I check the file location
Setup, user preferences, file locations
500
How do you add a PPC Smart Practice Aid to an existing binder.
hint - help and support for 500
Select Setup, Engagement Binders, then select Properties
500
What is the difference between Seats and Units
Seats = how many users that can open the program at a time
Units = how many user are assigned / have access to the Workpapers security group.
Bundles = 4