CS Professional Suite & Onvio

Training for CS Professional Suite

Class Listings

UltraTax CS

UltraTax CS Electronic Filing Essentials 1 - ST

Level: Intermediate

The objective of this course is to walk you through the process of using UltraTax CS to file Individual, Corporate and Partnership returns electronically. Topics include setting up UltraTax CS for electronic filing, entering data, creating electronic files, transmitting files, and automatically retrieving acknowledgements. Individuals who take this course should have applied for an EFIN with the IRS, and have a basic understanding of Windows. No advanced preparation is required. This course requires a high-speed Internet connection. Target Audience: Electronic Filing Administrative Staff & Professional Staff.

Course Objectives:

  • Setting up UltraTax CS for electronic filing
  • Selecting a PIN signature method
  • Attaching a PDF file to a return's electronic file
  • Signing documents with eSignature
  • Creating and transmitting electronic files, and retrieving acknowledgements
  • Viewing the status of electronic files

View Topics...

  • Entering data to file 1040 Individual returns electronically
  • Entering data to file 1120 and 1065 Business returns electronically
  • Entering data for electronic funds withdrawal
  • Suppressing a state electronic file
  • Reviewing diagnostics
  • Checking returns for e-file errors
  • Emailing notifications for accepted returns to clients
  • Creating electronic extensions

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