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When you use the integration features to send data from UltraTax CS to Onvio, that data mostly behaves like any other data in Onvio. See our UltraTax CS integration instructions to learn what data can be shared with Onvio and how.

Integration basics

Clients and projects

• Clients you create in UltraTax CS and send to Onvio will carry over identifying information such as the EIN, name, and email address.
  • For individual clients (for example, those with 1040 returns in UltraTax CS), the email address carries over to the client.
  • For business clients (for example, those with 1120 or 1065 returns), the email address carries over to a contact with a relationship to the client.
• Onvio creates tax projects for clients sent from UltraTax CS, based on the entity of the return. If no existing project template matches the information coming from UltraTax CS, Onvio creates a new project template.

Project status

• You can change the status of projects sent from UltraTax CS, just as you would for any other project. (Firm Management Advanced users can also change task statuses.) Changes in Onvio will also update UltraTax CS.
• Status changes are bi-directional. When you change the status of a project (or task) in UltraTax CS, that change is also made in Onvio.

Invoices

• Invoices sent to Onvio from UltraTax CS will appear on the Review Invoices tab in Time & Billing > Billing. They arrive in Onvio as adjustment entries.
• On the Review Invoices tab, a new Application Owner Type column indicates the source of the invoice. Invoices sent from UltraTax CS will show that they were sent from that application to Onvio.