UltraTax CS Return History

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The UltraTax CS Return History portlet, available on the Client Dashboard, displays bar graphs for the current year and previous five years with the following information from UltraTax CS:

  • Total Income
  • Adjusted Gross Income
  • Total Adjustments
  • Deduction Taken
  • Taxable Income
  • Total Credits
  • Total Tax
  • Alternative Minimum Tax
  • Total Payments
  • Net Amount Due/-Refund
  • Effective Tax Rate
  • Tax Bracket

Related topics

Selecting portlets for a dashboard

Portlets overview

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