CS Professional Suite & Onvio

Training for CS Professional Suite

Class Listings

UltraTax CS

2020 Year-End update and Productivity Training: UltraTax CS E-Filing Efficiency

Level: Intermediate

The objective of this course is to provide tools and resources to improve efficiency and workflow processes when electronically filing your clients' tax returns. Through the E-File Help Center, the Electronic Filing Status dialog, and the State Electronic Filing guide these tools allow you to manage the status of your clients’ returns within your firm. Along with this, common rejection codes and resources to fix them are provided to better understand and streamline the acceptance process.

This course is intended to increase e-file proficiency using new and existing tools. For users who are new to UltraTax CS, prerequisites include UltraTax CS Navigation and at least one UltraTax CS Preparation course. A high-speed internet connection is required. Target Audience: Professional and Administrative Staff.

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Course Objectives:

  • Becoming familiar with the E-File Help Center and State Electronic Filing Guide
  • Understanding the Electronic Filing Status dialog
  • Managing and resolving common electronic filing errors
  • Preparing e-files for amended individual tax returns

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