The objective of this course is to align UltraTax CS with partners to provide powerful review tools that can be used to track return data, ensure accuracy, and review returns seamlessly. These tools include diagnostics, tickmarks, field and client notes, and the ability to view prior year data. You’ll discover how to attach text to a return, find and request missing data, and review reports calculated by UltraTax CS for both individual and business entities. With UltraTax CS, you have the opportunity to add high-value tax planning services to your firm’s service portfolio. See these tools and how they can assist you in reviewing a client’s return and offering tax-planning advice. Prerequisites for this class include working knowledge of UltraTax CS. This course requires a high-speed Internet connection. Target Audience: Partner & Management Staff.
Course Objectives:
- Working with client notes, tickmarks, and missing data indicators to track data and ensure accuracy within a return
- Using diagnostics, reports, and summary pages to analyze a completed return
- Calculating the Tax Projection worksheet for a one-year forecast
- Analyzing multiple years and alternatives with Planner CS to offer detailed tax planning
- Using calculators and flowcharts in ToolBox CS to for client tax guidance