CS Professional Suite & Onvio

Training for CS Professional Suite

Class Listings

UltraTax CS

2023 Year-End Update and Productivity Training: UltraTax CS & Federal Tax Update

Level: Basic

This course is designed to bring you up to date on the numerous 2023 tax law updates impacting key areas of U.S. taxation. Topics will include the legislative changes, e-file enhancements, and form updates. Participants will be provided with practical insight on tax law changes for individual and business returns, and instruction on how to apply those changes to tax returns using UltraTax CS. Participants also will learn how to identify advisory opportunities under the new law through data mining and other techniques within UltraTax CS. For users who are new to UltraTax CS, prerequisites include the UltraTax CS Navigation course and at least one UltraTax CS Preparation course (1040, 1120, or 1065).

Target Audience: Professional Staff & Management

This course is eligible for 3 credits of NASBA CPE in the field of study Taxes Technical.

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Course Objectives:

  • Discuss the most relevant enactments and tax legislative activity impacting the tax landscape
  • Prepare updated forms and schedules using UltraTax CS
  • Discuss enhancements to e-file process for 2023
  • Discuss tools and data entry to enhance productivity
  • Apply insight on tax law changes to data entry within UltraTax CS
  • *** Points are subject to change with the development of 2023 UltraTax CS ***

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