Tax Workflow
Seamlessly import your adjusted balance into UltraTax CS and a variety of other tax applications.
Built specifically to streamline and simplify tax engagements, Workpapers CS is included in the tax profile of our cloud-based Software as a Service (SaaS) product, and is also available in a locally-installed configuration. It enables multiple staff members to manage workpapers and work in the trial balance simultaneously. You can then seamlessly transfer your adjusted balance into a variety of tax applications.
- Allow multiple staff members to collaborate on the same tax engagement and workpapers simultaneously
- Customize tax codes to control how balances flow to and how subschedule details display in your tax application
- Seamlessly transfer adjusted balances to UltraTax CS, GoSystem Tax RS, Lacerte, ProSystem fx Tax, and ProSeries
- Import PDF files captured on your mobile device and add tick marks, stamps, text, and more
- Scan workpapers, including images, directly into the engagement binder with a tablet, smartphone, or other WIA or TWAIN-compatible device (available only on locally installed versions of Workpapers CS)
- Record and reconcile the difference between Adjusted Net Income and Tax Net Income with the tax reconciliation utility