UltraTax CS: Availability of prior years on Virtual Office CS or SaaS

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Firms using UltraTax CS on Virtual Office CS or SaaS are provided the current tax year plus previous 9 years.

Note: The IRS can only request returns dating back seven years.

If your Virtual Office CS screen contains application icons that you rarely use, you can hide the icons.  For more information, see Hiding application icons in the Virtual Office CS screen.

If you would like information on activating states in UltraTax CS in the Virtual Office CS or SaaS environment, see Migrating UltraTax CS data to Virtual Office CS or SaaS

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