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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 2017 renewal season. For additional details about a specific audience, click the link in Audience column.

Former Agile Tax
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 Former Agile Tax firm that has a UT lock-in/bundle price through the tax year 2017. Three-year lock in. Tax years 2015, 2016 and 2017.
No
Yes
Second year lock-ins UT lock-in/bundle price through the tax year 2017. Three-year lock in. Tax years 2015, 2016 and 2017. Second year renewal of lock-in bundle. Renew by 6/15/2017 to receive a $200 PRP account deposited.
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 6/15/2017 to recived a $400 PRP account deposited.
No
Yes
Former TaxWorks Unlimited- 2 year Step-Up Step up firm: 2-year step-up pricing for tax years 2017 and 2018. Former Unlimited TaxWorks Firm that had lock-in through the tax year 2016. If Trial balance was also part of this package additional EMS pop-up will indicate this.
Yes
Yes
TaxWorks second year of step-up Step up firm: 2-year step-up pricing for tax years 2016 and 2017. Former Unlimited TaxWorks firm that had lock-in through the tax year 2015. FINAL YEAR for step-up credit.
Yes
Yes
Former PRP TaxWorks Firm- 1 year Step-Up 1-year step-up pricing, the tax year 2017. Former PRP TaxWorks Firm that had lock-in through the tax year 2016.
Yes
Yes
Step-Up Firm (Non TaxWorks) 1-year step-up pricing, the tax year 2017. Former UT Lock-in/bundle price through tax season 2016.
Yes
Yes
990 and 550 Federal Only
No
No
Special Handling UT 2017 Special Handling - Cannot renew online. Must renew using UT renewal with handwritten notes. See File Cabinet drawer UT 17 (UT2017-Hand Written Renewals) for a copy of the order.
No
No

Handling Guidelines by Audience

Office Share and Branch Offices

Former Agile Tax

First year lock-ins

Second year lock-ins

Former TaxWorks Unlimited - year one of a two year step-up

During renewal conversations address the following:

Former TaxWorks Unlimited - year two of a two-year step-up

Former PRP TaxWorks Firm- 1 year Step-Up

During renewal conversations with this group address the following:

Step-Up Firm (Non TaxWorks)

990/5500 Only 2016 Renewals

Special Handling

Firms within this group have a special handwritten note on the renewal. The special note is not visible within EMS and UltraTax CS cannot be renewed online. Physical renewal invoices will be mailed along with the hand written information. Renewal invoices can be found in FileCabinet CS in drawer id UT UT2017- Hand Written Renewals.