The Power to Streamline Your Entire Tax Process

Designed specifically for practicing accountants, UltraTax CS offers advanced productivity features that eliminate hundreds of hours of manual effort and save you time on every return. By significantly streamlining your data-entry process, UltraTax enables your firm to reach new levels of efficiency, productivity, and profitability.

UltraTax CS features include:

A Convenient Home Page

The Home Page in UltraTax CS provides a single location where you can view a multitude of system and client information at a glance such as electronic filing status, elevating convenience and saving you time.

Intuitive Navigation

UltraTax CS is organized in a logical file format, so you are never more than one or two mouse clicks or keystrokes from any part of the return.

Barcode Scanning Utility

UltraTax CS enables you to scan bar codes on 1065, 1120S, and 1041 Schedule K-1s, and barcodes on W2s for faster tax return preparation.

Web-based Client Organizer

The Web Organizer enables clients to complete their tax information online, via your website. You then collect the completed data online and transfer it seamlessly into UltraTax CS.

Faster Tax Processing with Optical Character Recognition (OCR) Technology

You can submit 1040 tax-source documents that have been scanned into FileCabinet CS to the new FileCabinet CS Source Document module for OCR processing, data extraction, and page naming. As a result, certain tax-source documents are identified and tax data is captured, which can be reviewed and modified in the UltraTax CS Source Data Entry auxiliary program prior to being exported to UltraTax CS for use in preparing individual tax returns.

UltraTax/1040 Portals

Offer your clients electronic copies of their individual tax returns within secure, password-protected portals.

PPC Deskbook Integration

Direct integration with the PPC Deskbook enables you to link to relevant tax guidance in seconds.

Quick Access to Common Commands

Further speeding navigation in UltraTax CS, you can use the right mouse button to quickly access commonly used commands, such as "switch to government form," "print current page," or "add a field note."

Smart Data Entry

The "smart" cursor automatically skips fields that don't apply to a specific client or that already contain calculated data. For example, on returns for single taxpayers, UltraTax CS will automatically skip over spouse information fields. When moving the cursor from field to field, the screen will automatically scroll to keep the active field centered in the screen.

Direct "Line Finder" Research Integration

Integrated with RIA's Checkpoint tax research, RIA Tax Alerts, and RIA Reference Guides, the Line Finder feature automatically directs you from the field where you are in the tax return to the appropriate area in Checkpoint to support your research needs.

Tax Subject Index

When you need to enter specific types of data but are unsure of where to enter it, you can access the Tax Subject Index for a list of tax subjects or forms. From this list, you simply type in the category of data you want to enter. UltraTax CS then takes you instantly to the appropriate input screen. You can also access government tax form instructions with a single click when connected to the Internet.

Comprehensive Diagnostics

Diagnostics in UltraTax CS ensure that you don't overlook any detail. For example, monitor selected values, such as AGI and tax due, while entering data or in review, and UltraTax CS automatically calculates these values for you.

Customizable Drop-Down Lists

UltraTax CS provides several helpful drop-down lists or field views of commonly repeated entries, such as business codes for specific fields. You can further speed data entry by creating your own custom field views of commonly used information, such as names of local banks or charitable organizations. Once you create these customized lists, they are available for all your UltraTax CS clients across all products and are imported each year when you proforma client data.

Review Summary

Click the F (Form View) button located on the main UltraTax CS toolbar to display a Review Summary of all your client's key amounts, including income items, total tax, amount due, refund, penalties, future year estimates, and diagnostic messages.

Electronic Filing for 1040 and Business Entities

UltraTax CS enables electronic filing of 1040, all 1040 states, and 1065, 1120, 1120S, 1041, and 990 returns as well.

Prior-year View

Easily view field information from the prior year's return with just one mouse click. This is a very helpful feature when you need to make comparisons to previous year's information.

Comprehensive Online Help

UltraTax CS contains a comprehensive online Help system that offers context-sensitive F1 help, "how to" procedures, answers to frequently asked questions, full text searching capabilities, a searchable index of keywords for use in locating desired information, and a list of keyboard shortcuts.

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