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UltraTax CS Transition Tutorials

We offer three UltraTax CS transition tutorials. Select a tutorial below for more information.

UltraTax CS Conversion Tutorial

This free web-based tutorial will allow your firm's product champion to be guided through the process of converting your data to UltraTax CS. You'll see how to prepare your data for converion, how to upload your data, how to download your converted data, and how to load your converted data into UltraTax CS. In addition, the UltraTax CS specialist will show how to use the converted data to establish a client database in other Professional Suite applications that you can may use including FileCabinet CS, Practice CS, and ToolBox CS.

UltraTax CS New User Navigation Tutorial

This offering is recommended for new users of UltraTax CS to learn the basic navigation features of the program. This recorded tutorial covers the layout and functionality of the UltraTax CS Home Page and Client Profiles, entering data for 1040, 1120, and 1065 returns, understanding the various kinds of data entry fields and colors of demographic and financial data, and interpreting diagnostics in review and processing.

Note: This tutorial is located in your My Training section as a new user of UltraTax CS. Access your training here.

UltraTax CS Resources Tutorial

This free web-based tutorial will show you where to find all the key UltraTax CS resources you might need to ensure a smooth tax season. You'll see how to use key research tools in UltraTax CS to help your firm become more efficient with return processing. We'll also demonstrate the input screens for specific forms, show you how to access IRS form instructions within UltraTax CS, how to use the E-File Help Center, how to unleash the power of the Help & How-To Center, and how to make the most of the UltraTax CS Ideas Community.

For more information on the UltraTax CS transition tutorials, call Customer Service at 800.968.0600 (press 2).

Ready to Start Your Conversion?

You can start the conversion process by launching the UltraTax CS conversion wizard located here: