Configuring UltraTax CS after renewing the application

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Initial setup tasks

Before you begin processing returns, complete the tasks below in the order specified.

  1. Proforma data and customized items from the prior-year application: Import the client data, customized client documents and print collations, and data-entry display settings from the prior-year version of UltraTax CS.
  2. Verify or configure data locations: Make sure you have the desired locations specified for UltraTax CS client data and asset data.
  3. Determine whether to use firm-wide or user-defined print options: You can set identical print options for all UltraTax CS users in your firm, or allow each user to specify their own.
  4. Configure your firm's electronic filing information: Start by entering your firm's Electronic Filing Identification Number (EFIN) in the Setup > Office Configuration > E-Filing tab. If your firm filed returns electronically last year, the firm's EFIN will automatically transfer from the prior-year application.

Configuring optional UltraTax CS features

The following tasks can help improve your firm's workflow and add efficiency to the return preparation process.

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