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UltraTax CS

2017 Year-End Workflow and Best Practices: UltraTax CS

Level: Intermediate

The objective of this course is to provide tools and resources to improve efficiency and workflow processes within the UltraTax CS application. Designed for new and existing users with a working knowledge of UltraTax CS, this course highlights the new features and data entry areas for 2017 UltraTax CS, as well as enhancements to existing features and data entry areas. Best practices in key stages including preseason processing, information intake, return preparation, review, delivery, electronic filing and post season planning will facilitate the best workflow for your firm. 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:

  • Becoming familiar with Security including Multi-Factor Authentication
  • Understanding preseason processes including proforma, organizer and document setup
  • Managing and organizing client information intake documents

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  • Preparing returns using integrated applications
  • Reviewing returns and using resource tools
  • Delivering returns and supporting documentation to FileCabinet CS and NetClient CS portals
  • Understanding electronic filing processing steps
  • Planning future tax implications and communications

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