Accounting CS and UltraTax CS integration: Best practices for tax codes

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

UltraTax CS offers flexible and detailed tracking of assets, capital gains, retained earnings/partner's capital along with other fund balances. Because of this, it is best practice to exclude the tax codes areas listed below when importing from Accounting CS or Workpapers CS into UltraTax CS:

Note: In Creative Solutions Accounting, assign either the 88888 or 99999 tax codes to these accounts.

  • Tax code 88888 - account will print on the Tax Code Report in Creative Solutions Accounting
  • Tax code 99999 - account will not print on the Tax Code Report in Creative Solutions Accounting
  • Tax code units should not be assigned to tax codes 88888 or 99999
When transferring data to a tax application, a unit can be used to designate the input screen location for multiple-unit entities. For example, if you are transferring utilities expenses for a farm to the UltraTax CS Farm input screen and the tax code for the first unit's utilities is 632 and the unit is 1, you would transfer the second unit's utilities with a tax code of 632 and unit of 2.

Related topics

Tax code assignments for GL accounts

Assigning tax codes

Examples of tax code adjustment entries

Tax Codes screen or Firm Tax Codes

Tax Code Listing for Chart of Accounts Setup (PDF)

Tax Code Diagrams for Chart of Accounts Setup (PDF)

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