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UltraTax CS

2019 Year-End Update and Productivity Training: UltraTax CS

Level: Intermediate

This lecture-style workshop is designed for new and existing users with a working knowledge of UltraTax CS. This course highlights the new 2019 features, as well as existing innovative tools and functions 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. Target Audience: Professional Staff & Management.

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Course Objectives:

  • Importing excel spreadsheet from Onvio into UltraTax CS statements
  • Using the new Estimated Values delete options
  • Using the Mass Change of Use feature for the ability to do change of use on more than one asset at a time
  • Reviewing the new 1040 “Simplified” or “Post-card” Return
  • Reviewing the new Form 1040-SR, US Income Tax Return for Seniors
  • Reviewing the new Form 8995, Qualified Business Income Deduction Simplified Computation
  • Reviewing the new Form 8995-A, Qualified Business Income Deduction
  • Using the 1065 activity aggregation for QBI under Reg 1.199A-4. IDC 2759 and 2832
  • Using the 1120 Aggregation for Section 199A (QBI) Amounts (TCJA)

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