CS Professional Suite & Onvio

Class Listings

UltraTax CS

2024 Year-End Update and Productivity Training: UltraTax CS E-Filing

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. We will cover help resources that assist with all stages of e-filing from data entry to error resolution. We will also review recent enhancements to the e-file status system to easily and more efficiently keep track of returns as they advance through the preparation process. This course is effective as a refresher for staff who have previously e-filed returns, but is also suitable as an introduction for those new to e-filing in UltraTax CS.

Target Audience: Professional and Administrative Staff

This course is eligible for 1.5 credits of NASBA CPE in the field of study Computer Software & Applications - Non-Technical.

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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 and superseding tax returns
  • Process electronic signatures for business return

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