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Renewals for UltraTax CS are divided into groups referred to as audiences. Audiences are determined by any special circumstances surrounding the renewal. Use the pop-up messages within EMS to determine a firm's audience. If no pop-up message about the renewal is present, this is a standard renewal. For information about standard renewals see, Internal: UltraTax CS Renewal overview.

The audience that a firm falls into also determines early renewal discount qualification, online renewal availability, or any applicable special pricing or handling required. For details about the early renewal discount see, Internal: UltraTax CS Early Renewal Discount Overview . The following table lists all of the EMS pop-up messages for the 2018 renewal season. For additional details about a specific audience, click the link in Audience column.

Audience EMS Pop-Up Message Additional EMS Messages Qualifies for early renewal discount? Renewal online?
Office Share or Branch Offices
Yes
Yes
Former Agile Tax STEP UP FIRM: 2-year step-up pricing for tax years 2018 and 2019 Former Agile Tax firm that has a UT lock-in/bundle price through tax year 2017
No
Yes
First year lock-ins UT lock-in/bundle price through the tax year 2018. Three-year lock in. Tax years 2016, 2017, and 2018 First year renewal of lock-in bundle. Renew by 6/15/2018 to received a $400 PRP account deposited.
No
Yes
Second year lock-ins 2 nd year renewal of lock-in bundle Renew by 6/15/2018 and will have $200 added to PRP account.
No
Yes
Step-Up Firm (One Year Step-up) STEP UP FIRM: 1-year step-up pricing, tax year 2018 Former UT Lock-in/bundle price through tax season 2017
Yes
Yes
Step-Up Second Year STEP UP FIRM: 2-year step-up pricing for tax years 2017 and 2018 Former UT Lock-in/bundle price through tax season 2016
Yes
Yes
990 and 5500 Federal Only 990/5500 only firm - If firm calls to renew 2017 before 1/1/19 - it is considered a renewal and handled by Customer Service. DO NOT TRANSFER TO SALES.
No
No
Special Handling UT 2018 Special Handling - Cannot renew online The firm must renew using UT renewal with handwritten notes. See GFR drawer UT 18 (UT2018-Hand Written Renewals) for a copy of the order
No
No
New Lock-ins, Unlimited PRP Group UT lock-in/bundle price through tax year 2019. Three year lock in. Tax years 2017, 2018 and 2019
Yes
Yes
New Lock-ins, bundles without Unlimited PRP UT lock-in/bundle price through tax year 2019. Three year lock in. Tax years 2017, 2018 and 2019 First Year of UT lock-in/bundle price. Renew by 6/15/2018 and will have $400 added to PRP account
Yes
Yes

Handling Guidelines by Audience

Office Share and Branch Offices

Former Agile Tax

First year lock-ins

Second year lock-ins

Step-Up Firm (One Year Only step-up)

Step-Up Second Year

990/5500 Only Renewals

Special Handling

New Lock-ins, Unlimited PRP

New Lock-ins, without unlimited PRP