1040 tax workflow and UltraTax CS integration, overview

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Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

The 1040 tax workflow in Workpapers CS enables you to develop and maintain a consistent process that reduces the need to manually sort documents and enter data. This process also leaves time for the tax professional to advise clients and perform chargeable tax work by distributing administrative tax preparation tasks to non-tax professionals.

Note: The Source Document Processing folder is automatically created in the Engagement Binders Tree view when you create a binder for a 1040 tax return engagement client.

Use the following tasks in Workpapers CS  to create an automated 1040 tax workflow and take advantage of the integration capabilities with UltraTax CS.

The following 1040 tax workflow illustrates the step-by-step processes and integration capabilities between Workpapers CS and UltraTax CS.

Click to view details Click a shape that contains a Link link icon icon to view detailed information.


Related topics

Engagement processing overview

Source Document Processing

Transmitting and retrieving source documents in a 1040 tax engagement

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