Accessing and participating in the UltraTax CS Ideas Community

Alerts and notices

To access the UltraTax CS Ideas Community, choose Help > UltraTax CS Ideas Community from within UltraTax CS, or visit

If prompted, enter the email address and password that you defined when registering for the UltraTax CS Ideas Community, then click Log In. If you haven't already, you can register for the Ideas Community by clicking the Register link.

Submitting an idea

As a member of the Ideas Community, you have a valuable opportunity to interact with the UltraTax CS Development team by providing suggestions to improve the software tools you use in your firm. To add new idea, complete the following steps.

  1. Click the Submit New Idea button.
  2. Enter a title and a detailed description of your idea in the fields provided. Describe your suggestion clearly so that other customers and our Development team can understand the suggestion.
  3. Select a category for the idea from the Campaign drop-down list.
  4. Enter relevant search terms in the Tags field (optional). This will help others find your suggestion.
  5. Use the Attachment field to provide additional documents that are relevant to the idea (optional).
  6. Click Submit to save and post your idea for other customers and our development staff to review.

Voting and commenting on ideas

You can vote by agreeing or disagreeing with any idea in the UltraTax CS Ideas Community. Increase the visibility of the ideas that are most important to your firm by clicking the I Agree button. Ideas with broad, consensus approval are more likely to be taken into consideration by our development team.

To vote on an idea, click the Up arrow (I Agree) or Down arrow (I Disagree) button on the right side of the suggestion.

To enter a comment, click the suggestion title and scroll to the bottom of the Comments tab, add a relevant comment and an attachment, which is optional, and then click the Submit Comment button.

Viewing the status of an idea

Campaign Funnels provide a way to view a filtered list of ideas that have been assigned to one of the following status categories.

  • Active: Ideas that have not yet been reviewed by our Development team. At this stage, the Development team can ask questions and provide comments for further clarification related to the idea. Note that to avoid duplicating ideas, we recommend that you review the list of active suggestions before you submit your own.
  • In Review: Ideas that are likely to be addressed by our Development team in an upcoming patch or release. Ideas that are In Review can also include unintended issues that may occur after a release of the application that require an immediate patch. Note that we strive to address ideas In Review within a single release cycle.
  • In Progress: Ideas that we have fully implemented and tested in our internal builds of the application and that are scheduled to be released in the next cycle.
  • Completed: Ideas that we have implemented and released.

Related topics

Internal notes

Note: Chris Hoffman is the internal TR person to reach out to when a user is requesting access to any of the communities and hasn't yet been approved in 24-48hrs. The next person to escalate above him is Lisa Courtney. This is not handled by Customer Service.

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