UltraTax CS: Improving Firm Workflow with Efficient Extension Processing

Level: Overview

The objective of this course is to explain how to efficiently use UltraTax CS to process extensions and improve your firm’s workflow. Through this course, you will examine proper data entry, printing and electronically filing extensions, solving electronic filing errors, and available resources.

Course Objectives:

• Extension data entry walkthrough
• Extension payments data entry
• Printing extensions
• Creating e-file extensions
• Solving e-filing errors
• Extension deadlines and drain times

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