Finding answers to your UltraTax CS questions

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Our Help & How-To Center offers quick access to the information you need while using UltraTax CS. From this one location, you can find details on new features, procedures for completing tasks, tips for increasing productivity or troubleshooting issues, alerts about timely issues, and more.

Accessing the Help & How-To Center

From within UltraTax CS, access the Help & How-To Center by any of the following methods.

Searching for information

The most efficient way to find answers to your questions is to take advantage of the robust search engine upon which the Help & How-To Center is built: the Google search engine. When searching for information in the Help & How-To Center, you can use the same strategies you use when you use Google to search for general information on the internet.

Search fields for searching the Help & How-To Center are accessible from two locations.

Simply enter a search term or phrase and press ENTER to see a list of related topics that apply to UltraTax CS.

Accessing help for the prior-year version of UltraTax CS 

To access help for the prior-year version of UltraTax CS, you can do one of the following.

Sample searches

To see how easy it is to find information in the Help & How-To Center, try these sample searches, which feature common questions for UltraTax CS and tips on narrowing your search if you're getting too many results.

  1. First, let's look for information on correcting a rejected e-file return. From within UltraTax CS, enter R0000-922 in the search field in the toolbar and press ENTER.
  2. In the search results page that opens, click the 1065 - US ELF: Error Code R0000-922-01 link to open that topic.
  3. Now, let's look for information on sharing data between family members. From within the open 1065 - US ELF: Error Code R0000-922-01 topic, enter kiddie tax in the search field near the top of the topic and press ENTER.
  4. In the search results page, click the Form 8615 - Kiddie tax FAQs (1040) link to open that topic.
  5. Now, let's explore how to narrow a search. From within the open Kiddie Tax Data Sharing (Form 8615) topic, enter Troubleshooting in the search field and press ENTER.
  6. In the search results page that opens, note the large number of topics retrieved. Rather than scroll through the list, let's look specifically for information on error codes by adding error codes after Troubleshooting in the search field and pressing ENTER. The search results page now lists only those topics that apply to both of the search strings you entered.
  7. In the search results page, click the Resources for troubleshooting error codes and reject codes link to open that topic.
  8. Click your browser's Back button to return to the search results page.
  9. Click the Search Tips link next to the search field to open Google's "Search Tips" document, which provides additional strategies for effective searching.

Additional features for finding information

If you're struggling to find what you're looking for through a standard search, the Help & How-To Center includes the following features that might help.

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