CS Professional Suite & Onvio

Training for CS Professional Suite

Class Listings

UltraTax CS

2016 Year-End Update & Productivity Training - UltraTax CS

Level: Intermediate

Designed for new and existing users with a working knowledge of UltraTax CS, this course highlights the new features and data entry areas for 2016 UltraTax CS, as well as enhancements to existing features and data entry areas. For users who are new to UltraTax CS, prerequisites include the UltraTax/1040 Essentials 1 and UltraTax/1120 & 1065 Essentials 1 courses. A high-speed Internet connection is required for this course. Target Audience: Professional Staff & Management.

Course Objectives:

  • Security enhancements
  • Added ability to indicate estimated numbers for data entry and confirmation at later time
  • Added multi-activity K1 Datasharing for K1 activities
  • Improved preview options including collation selection and masking

View Topics...

  • New estimate print options
  • Enhanced dual status processing
  • Added activity based reporting (1065)
  • Added tax projection worksheet and estimate calculation options (1120)

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