Internal: UltraTax CS renewal overview

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UltraTax CS renewals are available mid-April each year, just after the close of the current tax season. Renewal information is delivered to the UltraTax CS licensee via email with a reminder postcard delivered one week prior. Most renewals can be completed on our website via the Manage my products page (login required). For special renewal audiences, see Internal: Guidelines for UltraTax CS renewals by audience to check online renewal availability.

All firms are required to have a verified Electronic Filing Identification Number (EFIN) to electronically file returns. For details, see EFIN verification for electronic filing through CS Connect.

Renewal processing and payment options

Special pricing and offers

Renewal plans and refunds

Break even analysis

To assess which unlimited modules a user should renew Breakeven tables are available. Before reviewing breakevens the customer should pull the Client totals report from UltraTax CS. For assistance, see Client Listing Reports dialog. Breakeven calculations will vary by renewal audience, see the appropriate Breakeven table below.

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