CS Professional Suite & Onvio

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UltraTax CS

2024 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 2024 tax law updates impacting key areas of U.S. taxation. In addition to legislative and form updates, we’ll review enhancements to integration, improvements to the 2-factor authentication experience, and a refreshed interface including e-file status 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. We will also review planning tools available to leverage UltraTax CS for advisory purposes, including TCJA provisions currently set to expire. 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
  • Utilize the updated electronic filing dashboard and status utilities
  • 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 2024 UltraTax CS ***

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