Adding custom links to the UltraTax CS Home Page

Show expandable text

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.

You can add custom links to external websites and local or network files to the Custom Links section of the UltraTax CS Home Page.

To add custom links to the Home Page, do the following:

  1. Choose Setup > User Preferences.
  2. Click the Home Page tab.
  3. Click the Custom Links button.
  4. Click Add.
  5. Enter the name of the link in the Description field.
  6. Click the Web URL option to enter a link to an external website, or click the File option to enter a link to a local or network file.
  7. Enter the web address or the file location in the field next to the Web URL / File option.
  8. Click the Browse button for the Icon field, select an icon, and click OK.

    Note: If you do not select an icon, UltraTax CS selects an icon for your custom link and displays the icon in the Icon field.

  9. Click Enter.
  10. Click OK.
  11. Click OK to close the User Preferences dialog.

The icons for all custom links display in the left pane of the Home Page.

Note: You can add up to 10 custom links to the UltraTax CS Home Page.

Was this article helpful?

Thank you for the feedback!