2018 UltraTax CS
New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
The following information will guide you as you install and maintain UltraTax CS throughout the year.
Installing UltraTax CS
Video overview
The following video outlines the process described in the text below.
Installation resources
Click the following links for information about installing UltraTax CS, installing state applications, downloading and installing licenses, and best practices for Terminal Server installations.
Note: If necessary, you can install Adobe Reader from the Adobe Reader download site.
- UltraTax CS Installation Instructions (PDF)
- Installing initial state applications via CS Connect
- Downloading and installing licenses via CS Connect
- Terminal Server Best Practices for CS Professional Suite Applications (PDF)
Acquiring and activating applications on a Per-Return-Pricing (PRP) basis
Click the following links for information about acquiring and activating PRP codes.
Maintaining UltraTax CS throughout the tax year
UltraTax CS is updated throughout the season, and it is important to keep your applications current. CS Connect background services, which is enabled by default, enables your firm to do this with ease. In addition, we recommend that you back up all of your client data and application settings. For more information, click the following links.
- Downloading and applying application updates
- Backing up items in UltraTax CS
- Restoring items in UltraTax CS
Troubleshooting tasks
If you have issues with your installation, you may want to complete the following troubleshooting tasks.
Was this article helpful?
Thank you for the feedback!