Ultratax Orphaned Folders Error

If a user encounters “orphaned folder” errors in Ultratax you can provide them the following link/steps to correct:

https://cs.thomsonreuters.com/ua/ut/cs_us_en/utwapp/kb/ultratax-cs-orphaned-folders.htm#:~:text=UltraTax%20CS%20has%20encountered%201,close%20and%20reopen%20the%20client.

Use the steps below to remove the orphan folder(s):

  1. Open the affected and click OK to close the error message
  2. Click the Orphaned folder. Each input screen unit that is not associated with a defined activity folder is represented by an input screen tab
  3. For each orphaned input screen, either:
    • delete the input screen by selecting Edit > Delete Screen Data, or
    • If the orphaned input screen refers to an activity that should exist, but has been removed, add a unit for the appropriate activity, or
    • assign the input screen to an existing activity by selecting the appropriate activity and unit number from the Form and Unit # fields, near the top right of the screen Show me.
  4. Close and reopen the client. You should not receive the error message again and the Orphaned folder should be gone

The client has asset information and the solution above did not work

If the client has asset information entered and the orphan folder cannot be deleted or reassigned successfully, follow the steps below:

  1. Access the Asset tab from any of the existing units
  2. Click Edit > Reassign Assets
  3. In the Activity drop-down list under the Focus area, select Unknown
  4. Select the assets that appear above to the right and reassign them to the Misc Activity
  5. Access the Asset tab under the Non Calculating folder and delete the assets

Note: When entering assets and creating new activities like Rentals within Fixed Assets CS, the new unit will not automatically be added in the UltraTax CS client. You will receive a prompt regarding an Orphaned folder. It is recommended that when you add additional units (Rentals, Schedule C, etc.), you create the appropriate unit within the activity folder within UltraTax CS first and then the Fixed Assets CS program will pick it up. Asset data entry can be completed within either program.

The client does not have asset information and the solutions above did not work

If your client does not have asset information entered, follow the steps below.

Close the client file and minimize UltraTax CS 

Navigate to X:\WinCSI\DeprData, where X is the drive letter where the client data is stored

Delete the client's folder. This will not delete any tax information; only data related to assets / depreciation

In UltraTax CS, open the client, and the error message should not appear

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