Streamlined Tax Prep for Your Entire Tax Process

Designed specifically for practicing accountants, UltraTax CS offers advanced productivity features that eliminate hundreds of hours of manual effort and save you time on every return. By significantly streamlining your data-entry process, this tax prep software boosts efficiency and profitability.

A Convenient Home Page

From this single location in UltraTax CS, you can view pertinent application and tax-related information in real time, including e-file transmission status. And with the Where's My Refund? link to the IRS, you can check the status of a tax refund.

Intuitive Navigation

UltraTax CS is organized in a logical file format, so you're never more than one or two mouse clicks or keystrokes from any part of the return with our tax prep software.

Advanced Data Sharing

Receive alerts to share data such as demographic, W-2, 1099R, K-1, and Form 8615 Kiddie Tax data. You can also transfer account balances directly into UltraTax CS from Accounting CS and Write-Up CS.

Barcode Scanning Utility

For faster tax prep, UltraTax CS lets you scan bar codes on 1065, 1120S, and 1041 Schedule K-1s, and barcodes on W-2s.

Web-based Client Organizer

Within secure, private client portals, your clients can access and complete their organizers online 24/7. And you can import their data directly into UltraTax CS without re-keying.

Faster Tax Processing with Optical Character Recognition (OCR) Technology

Integration with FileCabinet CS and the Source Document Processing service enables you to achieve more efficient tax processing. Through OCR, you can assign source data entry tasks to non-professional administrators. The Source Document Processing service pulls in data directly from scanned client source documents and shares it seamlessly with the client's UltraTax CS tax return.

Multi-Monitor Flexibility

Use up to four monitors with independent views for greater flexibility. For example, you can view prior-year data at the same time as current-year data, tile windows in many combinations, automatically synchronize prior-year data and tax forms with input screen, show clients their tax forms on a separate, additional client-facing monitor, and more.

Post Client Tax Returns in NetClient CS Portals

You can provide your clients' with easy access to their 1040, 1120, 1065, 1041, 990, 706, 709, and 5500 tax returns by posting them directly to NetClient CS Portals from UltraTax CS.

Additional Helpful Tools and Features

To speed tax processing even more, UltraTax CS includes a Tax Projection Worksheet, a six-year client analysis/history graphical overview, a Client Complexity factor automatically calculated by the system, and robust e-file tools to monitor each step of the e-file process, even sending the client an automatic email when an e-file return is accepted by the IRS.

Checkpoint®

Depending on your Checkpoint subscription, you can link directly from any input screen or line item on a form in UltraTax CS to targeted explanations, guidance, analysis, and practice aids using PPC Deskbooks™, RIA Research on Checkpoint, and Quickfinder (CD). The Form/Line Finder feature automatically directs you from the field where you are in the tax return to the appropriate area in Checkpoint to support your research needs.

Tax Subject Index

When you need to enter specific types of data but are unsure of where to enter it, you can access the Tax Subject Index for a list of tax subjects or forms. From this list, you simply type in the category of data you want to enter. UltraTax CS then takes you instantly to the appropriate input screen. You can also access government tax form instructions with a single click when connected to the Internet.

Comprehensive Diagnostics

Diagnostics in UltraTax CS ensure that you don't overlook any detail. For example, you can monitor selected values while entering data or in review, and UltraTax CS automatically calculates these values for you.

Customizable Drop-Down Lists

UltraTax CS provides several helpful drop-down lists or field views of commonly repeated entries, such as business codes for specific fields. You can further speed data entry by creating your own custom field views of commonly used information, such as names of local banks or charitable organizations. Once created, these customized lists are available for all your UltraTax CS clients across all products and are imported each year when you proforma client data.

Review Summary

Display a Review Summary of all your client's key amounts, including income items, total tax, amount due, refund, penalties, future year estimates, and diagnostic messages with one click.

Prior-year View

Easily view field information from the prior year's return with just one click. This is a very helpful feature when you need to make comparisons to previous year's information.

Back to top