Additional resources for tax research and guidance

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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.

With the increasing complexity of the U.S. Tax Code, there may be times when you, as a preparer, need additional information or assistance with reporting or with handling certain situations. Although our Support team is happy to assist you with getting items on forms to display the way you want them to, they cannot help you decide how to report items or how to handle specific scenarios.

Where can you turn to for assistance in these situations?

There are a number of resources available to you as a Thomson Reuters customer. See below for additional information on a few of the resources available to you for tax research or guidance.

Thomson Reuters resources

The Thomson Reuters Community is a network of Tax and Accounting professionals designed to be a forum in which you can network with other professionals, participate in discussions concerning recent tax law changes, and find subject matter experts from whom you can gain insight on the handling of specific tax subjects. For additional information, refer to Thomson Reuters Community.

Thomson Reuters Checkpoint offers numerous research and guidance tools as well as courses designed to provide you with the knowledge necessary to handle complex tax subjects. Refer to the Checkpoint product page of tax.thomsonreuters.com for more information and to subscribe.

To access these tools, follow the steps in Enabling access to online research tools. For additional information regarding the integration of these resources, visit Online research tools overview.

To access Checkpoint from within the Accounting CS application, add the Checkpoint and PPC portlets to the Home, Firm, Staff or Client Dashboard.

Taxing agency resources

You can find information on how to report items on specific forms by utilizing the form instructions. You can view the applicable instructions for each federal, state or local form by following these steps:

  1. With the client open, switch to Forms view.
  2. Select the form for which you would like additional information from the folder tree on the left-hand side.
  3. Right-click anywhere on the form.
  4. Select Web Research > Government from the drop-down menu.
  5. Select the appropriate form instructions. This will take you to the IRS or state online form instructions.

You can also refer to the IRS Forms and Instructions index for a complete list of IRS Form instructions.

You can find additional information on handling complex tax situations in the IRS or applicable state publications and notices. Refer to the IRS Publications and Notices index for a complete listing of IRS publications and notices.

From the IRS.gov website, you can find helpful information including FAQs, and official guidance. Refer to the Tax Code, Regulations and Official Guidance section of IRS.gov for additional links and information to assist with interpreting the IRC.

For additional information pertaining to tax professionals, refer to the Tax Professionals section of IRS.gov.

For a list of frequently asked questions, refer to the Frequently Asked Questions and Answers section of IRS.gov.

From the Social Security Administration homepage, you can access online resources including FAQs.

See the Business Services Online section of the SSA website to register for and transmit magnetic media files to the SSA.

To check the correctness of W-2s prior to transmitting, see the AccuWage Online webpage External link (What's this?).

This icon appears alongside links to resources that are not developed or maintained by Thomson Reuters. We provide access to these resources for your convenience, but we are not responsible for their accuracy. If you need additional assistance, please consult the vendor who developed the resource.

For any questions pertaining to the AccuWage software, transmitting of magnetic media files, or computation of taxes or credits, see the SSA Contact Us page.

IRS private letter rulings are written determinations issued by an Associate Chief Counsel office in response to a written inquiry. Through a private letter ruling, the IRS will interpret the tax laws and apply them to the taxpayer's specific circumstances. Refer to the IRS FAQ, How would I obtain a private letter ruling? for additional information.

This icon appears alongside links to resources that are not developed or maintained by Thomson Reuters. We provide access to these resources for your convenience, but we are not responsible for their accuracy. If you need additional assistance, please consult your qualified technician and/or the vendor who developed the resource.

For a database of previously issued private letter rulings, organized by IRC Section, refer to Private Letter Rulings on the IRS.gov website.

For links to state specific resources, refer to Federation of Tax Administrators, Links to State Websites External link (What's this?).

This icon appears alongside links to resources that are not developed or maintained by Thomson Reuters. We provide access to these resources for your convenience, but we are not responsible for their accuracy. If you need additional assistance, please consult the vendor who developed the resource.

For additional state payroll processing information, access the American Payroll Association state links page.

Note: This can be accessed in Accounting CS from the Payroll Resources tab of the Payroll Form and Filing Information portlet from the Home, Firm, Staff or Client Dashboard.

Electronic filing

For information regarding IRS e-file mandates, select the appropriate return type:

For information regarding IRS e-filing dates, including perfection periods, select the appropriate return type:

Visit the E-File Help Center and select the appropriate options for additional information on applying to e-file; e-filing FAQs; preparing, transmitting and tracking e-files and resolving e-file errors.

For all IRS e-file rejections which contain the phrase "does not match the IRS database" or IRS e-file rejections containing the words "duplicate condition," you must contact the IRS e-file help desk at 866-255-0654 to resolve these rejections.

For questions regarding state specific electronic filing requirements, refer to the State Electronic Filing Guide. From here, you can also find contact information for each respective state for more specific details including the status of transmitted returns.

Internal notes


See also: Internal: Overcoming tax law objections

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