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Internal: UltraTax CS: Branch Office and Office Share Pricing

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Special pricing on only UltraTax CS is offered to firms that either share the same firm name (Branch Office) or share the same address (Office Share). Changes to their arrangements can affect the pricing. For complete definitions of each, see Definitions of Branch and Office Share Operations. For information on the licensing guidelines, see the Multi-office license guidelines article.

Branch office pricing

Same business name, different locations.

Office share pricing

Same location, different firm names.

Note:

  • The primary firm must complete their UltraTax CS renewal first. The branch office or office sharers do not receive renewal discount until their renewal has been processed.
  • If the primary firm refunds the UT renewal, the secondary firm(s) must pay the full renewal price in full before the refund can be processed. You can work with the UltraTax CS Specialist or Team Lead to create an updated renewal with full pricing.

Related articles

How to create or remove an Office Share

Office Shares and Network Seats

Multi-Office License Guidelines