Gathering Information using 1040 Web Organizers
Here we'll show how to gather data from your 1040 clients easily and efficiently
by using web client organizers, which allow clients to enter their information online
and enable you to retrieve that data seamlessly into UltraTax CS. Length: 3:53
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Entering and Retrieving Data from Source Documents into UltraTax CS
Learn how the Source Data Entry utility helps you optimize your firm's resources
by enabling non-professional staff to enter source-document data outside of UltraTax
CS and then allowing tax preparers to review and transfer that data automatically
into the client's return. Length: 3:40
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Importing Schedule C Data from Trial Balance CS
This video shows just how easy it is to import trial balance data from Write-Up CS or Trial Balance CS
into a client's return in UltraTax CS using the seamless integration built into
all CS Professional Suite products. Length: 1:57
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Customizing Input Screens and Folders
See how easy it is to save tax preparation time by customizing the order and location
of input screens and folders to suit your firm's workflow processes. Length: 2:10
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Accessing Integrated Research Tools from within UltraTax CS
Witness how the integration between UltraTax CS and PPC and RIA research tools (including:
Checkpoint, RIA Tax Alerts, Quickfinder [CD], RIA Reference Guides, PPC Deskbooks,
and RIAForm/Line Finder) can save you valuable time by allowing you to quickly and
easily access these tools from within UltraTax CS. Length: 2:18
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Tracking the Progress of Returns in UltraTax CS
Learn how the built-in client status system in UltraTax CS can help you track the
progress of returns in your firm. This demo will show you how to create custom status
events, update a return's status, and prepare status reports. Length: 2:55
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Delivering Returns to Clients via Web Portals
In this video, you'll see how easy it is to provide your 1040 clients with 24/7
access to their returns via private secure portals that clients can access from
your firm's website. Length: 2:09
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Using Data Mining to Generate Client Letters
This video shows how the Data Mining feature helps you identify clients who have
specific tax accounting needs so that you can advise them of ways to save or offer
additional services of value to them. In this demo, you'll see how to identify clients
by certain criteria and automatically generate client-specific letters with specific
amount taken directly from the return data in UltraTax CS. Length: 1:40
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Retrieving Data from Scanned Documents with the FileCabinet CS Source Document Module
View this video to see how your firm can use advanced
OCR processing (available through the Source Document module in
FileCabinet CS) to process more returns in less time, by enabling non-professional
staff to scan source-document data that tax preparers can then review and transfer
directly into UltraTax CS—with no data entry required. Length: 6:58
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Exporting and Importing Partner, Shareholder, and Apportionment Data
This video demonstrates how you can export and import partner, shareholder, and
apportionment information between UltraTax/1065 or UltraTax/1120 and a Microsoft®
Excel workbook. Length: 2:11
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Attaching PDFs to Electronic Business Returns
In this video, we demonstrate how you can attach Portable Network Format documents
to your electronic business tax returns. Length: 1:42
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Entering Transfers of Partners' Interests
Watch this video to see how partners' interests can be transferred using UltraTax
CS. Length: 2:29
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Preparing Schedule M-3 for Partnership Returns
See when and how to complete Schedule M-3 using UltraTax CS. Length: 2:46
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Specially Allocating Partnership Depreciation
Learn how the UltraTax CS asset module enables you to specially allocate depreciation
of an individual asset or a group of assets. Length: 4:37
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Creating and Logging Electronic Filing Status Events
This video demonstrates how the status system enables you to create an electronic
filing status event, set warnings for a status event, and more. Length: 2:43
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Installing Per-return Pricing (PRP) Products
See how to install PRP federal, state, and city products; then add PRP federal,
state, and city products to a client's tax return, and finally, enter a PRP authorization
code so you can print or preview PRP returns. Length: 1:56
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Transferring Prior-year Data to the Current-year UltraTax CS Program
How to transfer your UltraTax CS client data from the prior-year version of UltraTax
CS into the current-year program using the proforma feature. Length: 1:15
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Sending Client Tax Returns by Email
In this demo, you will learn how to send password-protected tax returns as PDF files
to your clients via email in UltraTax CS. Length: 4:40
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Viewing the State Electronic Filing Guide
This video shows how to use the UltraTax CS Help menu to access our website to view
state electronic filing information. Length: 1:46
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Viewing Diagnostics, Correcting Errors, and Creating Electronic Files
Learn how to address critical diagnostic messages and filing errors, and create
electronic files for transmission to taxing authorities. Length: 1:58
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Transmitting Electronic Files and Retrieving Acknowledgements
This video shows how to transmit electronic returns and retrieve acknowledgements
via CS Connect. Length: 1:25
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Viewing the Status of Electronic Files
See how to view the status of electronic files in the Electronic Filing Status dialog,
via the Client Status button, and from the UltraTax CS Home Page. Length: 4:35
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Creating Federal Extensions Using the UltraTax CS Electronic Filing Utility
This video demonstrates how to create federal electronic extensions for individual
and business returns. Length: 3:06
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Importing Schedule C Data from Accounting CS
Here we see the steps involved in importing Schedule C trial balance data from Accounting
CS into UltraTax CS. Length: 1:54
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Disposing of Multiple Assets
This video explains how to dispose of multiple assets in a single disposition. Length: 1:59
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Combining Transmittal Letters and Filing Instructions
Learn how to customize the print options for the transmittal letter and the filing
instructions. Length: 2:24
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Customizing Client Documents: Inserting Client-Specific Text
Learn how to customize your client documents by creating and inserting client-specific
text into transmittal letters. Length: 2:12
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Selecting Borders for Client Documents
Learn how to customize your client documents by selecting and adding borders. Length: 1:06
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Customizing Client Documents: Creating, Viewing, and Editing Custom Paragraphs
This example demonstrates how to create, view, and edit custom paragraphs. Length: 2:05
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Customizing Client Documents: Inserting Placeholders for Custom Paragraphs
In this demo, you will learn how to insert placeholders for custom paragraphs, include
custom paragraphs in documents for all relevant clients, and include custom paragraphs
in documents for one client. Length: 2:41
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Customizing Client Documents: Restoring Document Defaults
This video shows how to restore document defaults to client documents and custom
paragraphs. Length: 1:52
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UltraTax/1040: Printing Blank Client Organizers
Here you will learn how to batch print client organizers without data entered and
how to print a blank client organizer for a single client. Length: 1:54
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UltraTax/1040: Allocating Income to Nonresident State Returns: Wages
Here you will learn how to allocate wage income to a client's nonresident state
return. Length: 1:02
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Allocating Income to Nonresident State Returns: Interest and Dividend Income
This example demonstrates how to allocate interest and dividend income to resident
and nonresident state returns using statement dialogs. Length: 2:47
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Allocating Income to Nonresident State Returns: Activity Income
See how to allocate activity income using the State allocation spreadsheet. Length: 1:22
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Completing Projects in Practice CS by Logging Status Events in UltraTax CS
Learn how to mark projects as complete in Practice CS by logging status events in
UltraTax CS. Length: 3:40
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Backing up and Restoring Data and Software Updates
In this video, you will learn how to back up and restore data and software updates.
Length: 2:15
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Customizing Client Documents: Applying Print Conditions
This video demonstrates how to ensure that certain text in documents prints only
if the client's data meets criteria that you specify. Length: 2:14
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Exporting and Importing Multi-state Allocation Data
Learn how to use the Excel Export/Import utility to export, import, and modify multi-state
allocation data between UltraTax/1040 or UltraTax/1041 and a Microsoft Excel workbook.
Length: 1:44
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TAX & ACCOUNTING
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