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Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

The menu bar at the top of the screen provides drop-down menus from which you can choose commands for performing various tasks or accessing different areas in UltraTax CS. The following table summarizes the commands available in these drop-down menus.

Menu Commands
File Add, open, close, rename, save, save as, or delete clients; access client properties; back up or restore client data; print returns, input screens, organizers, or extensions; send client data to file or to an email recipient; and send an email message to clients that lists missing data and to-do items.
Edit Cut, copy, and paste text; undo changes to the current input screen; edit a client-specific paragraph (to be inserted in client documents) for the open client; add, edit, or delete electronic filing attachments; access or manage links to external client resources, add units for multiple-unit input screens; open statements; delete input screen data; reassign an input screen; attach notes, text, tick marks, and an impromptu to do item; set up custom fieldviews and custom statements; delete overrides; force the current form to print; attach text to the form or access the attached text library; add a watch field; use the built-in calculator; and import a spreadsheet (applicable entities only).
View Switch between input screen and form view; switch to client view or thumbnail of client view; view organizer, shareholder, or partner data; view apportionment information; view interim closing annualization; view prior-year data; view a summary of key tax calculations and diagnostics; set custom invoice prices for the open client; access websites, such as the IRS home page; access all custom links; view allocation information; view documents or access websites setup as custom links; view FileCabinet CS documents; view statement data; choose to display all forms or only those with data; and switch between the client's federal and state returns.
Utilities Proforma prior-year data; print blank forms, blank input screens, and mailing labels; print client listing reports; modify or view client status; reassign clients to preparers, reviewers, or staff; view data sharing updates, relationships, and imported fields; sync with Practice CS; start CS Connect; access electronic filing status; import data into or export data from integrated applications such as Accounting CS or CSA; adjust CSA journal entries; access the filing status optimization utility; access the joint (same sex) split utility; access the education expense optimization utility; access the UltraTax CS Bar Code utility; access the UltraTax CS Source Data Entry utility; and access Data Mining.
Setup Enter security settings; enter system configuration settings (firm, data locations, and CS Connect); enter office configuration settings (preparers/reviewers/staff records, client status, data sharing, electronic filing, print options, FileCabinet CS settings, and default user preferences); enter user preferences (my settings, data-entry options, miscellaneous options, Home Page options, tickmark settings, monitor settings, locations of integrated CS Professional Suite applications and their data, research options, and tickler settings); enter client communication information (firm email address, PDF delivery password options, and web delivery of tax return and organizer options, and e-filing options); and enter application-specific information (such as new client and other options, tax return collation, transmittal letters, filing instructions, and invoice pricing).
Window Set display settings for multiple monitors (including how to display diagnostic messages and the folders block), and access display configurations.
Help Access the Help & How-To Center, access the E-File Help Center, the UltraTax CS Ideas Community; access the Tax Subject Index for the open client, access general support information; access help on keyboard shortcuts; access frequently asked questions for the applications you have licensed, ask support via email, view and print user bulletins; access our website; access form instructions on the web; view getting started information; and view current licensing information. 

Tips

  • Many frequently used menu commands, such as Open Client or Print, are assigned keyboard shortcuts that allow you to quickly execute the command. When available, keyboard shortcuts are listed next to the commands in the drop-down menu.
  • See Menus and toolbars in UltraTax CS for more information.

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