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UltraTax CS

2024 Year-End Update and Productivity Training: Leveraging the Best Features and Functions of UltraTax CS

Level: Intermediate

Have you ever learned something new in UltraTax CS and thought, “Hmm, I wonder how long that’s been there?” Are you concerned that you may be missing other tools that can help you boost efficiency and accuracy? In this fast-paced session, we will review some of the most impactful preparation and workflow enhancements to UltraTax CS over the past several years and review several features preparers may not be aware of. Participants should have a strong working knowledge of UltraTax CS and be familiar with navigation.

Target Audience: Professional and Administrative Staff

This course is eligible for 2 credits of NASBA CPE in the field of study: Taxes - Technical

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Course Objectives:

Upon completion of this session, participants will be able to implement time-saving features to boost productivity and assure accuracy at your firm. We will review tools and features on these areas of UltraTax CS:
  • Home Page
  • Data Entry and Navigation
  • Data Sharing
  • Review Tools
  • Printing and Delivery of Returns
  • Electronic Filing

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