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UltraTax CS

2018 Year-End Update and Productivity Training: UltraTax CS

Level: Intermediate

Designed for new and existing users with a working knowledge of UltraTax CS. This course highlights the new 2018 features, covers new TCJA calculations plus qualified business income worksheets, and shows how to make the most of existing innovative tools and functionality within UltraTax CS.

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.

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Course Objectives:

  • Understanding provisions of TCJA calculations for tax year 2018 in UltraTax CS
  • Reviewing new worksheets for Qualified Business Income Deduction Calculation
  • Using the new quick print functionality for multi-page forms
  • Security & Multi-factor Authentication updates
  • Onvio Client Center Questionnaire
  • Onvio Client Center Import Excel Spreadsheet
  • Office Configuration Diagnostics Report
  • Estimated Value Mode
  • Reassign Clients Update
  • Custom Fieldview Update
  • 1040/Form 461 – Limitation on Business Losses
  • 1040/Form 8867 - Due Diligence for Head of Household Filers
  • 1040/Credit for Other Dependents (ODC)
  • 1120/Grantor Trust Entity Option
  • 1065/Partnership Representative and Designated Individual
  • 1041/1099M Input screen
  • 1041/Short-Term Capital Gain Distributions
  • 1041/Nondividend and Liquidating Distributions
  • 990/ Unrelated Business Income Activity Based Reporting
  • 990/ Form 1024-A
  • 706/Schedule M and R Additional Information Statements
  • States/Change of Address Forms
  • State 1065/California Form 568 Single Member LLC
  • State 1065/California Limited Liability Company worksheet

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