UltraTax CS Return History

Alerts and notices

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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