UltraTax CS returns, filed on the client in Uku.
Print or save the return from UltraTax CS into the client's Google Drive or OneDrive folder. It shows up in Uku by itself, with no upload.
- No new habit in UltraTax CS, print as you do now
- Google Drive, OneDrive, SharePoint or Dropbox
- Any tax program that prints to PDF, Lacerte, Drake and ProSeries too
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The return sits on the client, next to their other files.
Members open it from the client's Documents tab, in the same folder as the files from that client's tasks, notes and emails.
- A backup copy in Uku, so a file lost on the drive still opens
- Open in Google Drive or OneDrive from the file's menu
1042 - Daniel Brooks Tax returns
| Name | Added |
|---|---|
| 2025 Form 1040 – Return.pdf | Today |
| 2025 Organizer.pdf | Feb 12 |
| W-2 Harbor Dental LLC.pdf | Feb 3 |
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Set up once, in three steps.
Import your clients
Export the client list from UltraTax CS to a CSV or Excel file and import it in Uku. Map the column that identifies each client to Client code, so a later import updates clients instead of adding them twice.
Connect your drive
In Settings & Apps → Documents, connect the drive, choose the main folder and name client folders by Client code. Each folder then carries the number you use in UltraTax CS.
Print from UltraTax CS
With the Google Drive or OneDrive desktop app, client folders show up on your computer. Print or save the return as a PDF into the client's folder.
Questions about UltraTax CS and Uku
Is this a direct integration with UltraTax CS?
No. There is nothing to connect in UltraTax CS: the return travels through your drive.
What do I need to get started?
Uku on the Elite or Enterprise plan, which includes the Documents app, and a Google Drive, OneDrive, SharePoint or Dropbox account. A Company Owner or Company Admin connects the drive. Dropbox works with a personal account or Dropbox Business without a team space.
Does Uku prepare or e-file tax returns?
No. Returns are prepared and e-filed in UltraTax CS. Uku runs the work around them: the client, the tasks and the documents.
Is Uku affiliated with Thomson Reuters?
No. Thomson Reuters and UltraTax CS are trademarks of Thomson Reuters. Uku is an independent product and is not endorsed by Thomson Reuters.
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