Key features of UltraTax CS

Alerts and notices

UltraTax CS provides what is needed to complete your clients' tax returns, but it doesn't stop with the necessities. For more information about any of the UltraTax CS features listed below, click the appropriate link.


UltraTax CS enables you to complete the following tasks as your prepare returns.

Return review and delivery

UltraTax CS enables you to complete the following tasks as you review and deliver returns.


For more information about applications that integrate with UltraTax CS, see UltraTax CS integration with other applications.

  • The UltraTax CS Client Organizers provide a standard cover letter and organizer pages designed to help your clients collect their tax information. You can send the organizers to your clients by postal mail, or send an electronic organizer via email or the web.
  • UltraTax CS operates very effectively as a stand-alone tax application without an external general ledger application. You will get the most out of UltraTax CS, however, when you use it together with Accounting CS or Creative Solutions Accounting (CSA). UltraTax CS transfers clients' general ledger balances from Accounting CS or CSA to the appropriate tax return lines automatically. For Accounting CS or CSA users, the ability to retrieve and properly classify general ledger amounts is one of the most powerful features in UltraTax CS.
  • The UltraTax CS state applications integrate seamlessly with the federal applications so that you can prepare multiple-state returns easily. You can switch between federal and state returns as often as you like without worrying about overwriting data.
  • UltraTax CS and Fixed Assets CS share client depreciation data provided the file location for this data and the client IDs are the same for both applications. In UltraTax CS, this shared data appears in the Asset tab(s). To verify the location of this data in either application, select Setup > User Preferences > File Locations tab.