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.
UltraTax CS provides a quick way to see the status of key amounts at any time from any data-entry display. This feature is called the Return Summary and there are several methods for accessing it.
- Click the drop-down button next to the Form
button on the toolbar, and choose Return Summary. - Choose View > Return Summary.
- Press CTRL+Q.
When you use any of these methods, the Return Summary appears, displaying summary information for key amounts on the return. Review the key amounts and confirm that the return meets your expectations.
After viewing key amounts, choose View > Input Screen or by press CTRL+I to return to the input screens.
Tips
- To view diagnostic messages, click the Diagnostics
button or select View > Diagnostics. This command opens the federal Diagnostic window, which displays messages that you can click to go directly to the input screen field that pertains to the message. - You can also add important fields to the Watch tab (on the federal Diagnostics window) to help track key amounts.
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