UltraTax CS function keys

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

You can use the keys below to streamline data entry in UltraTax CS. See the table below for information on the function of each key and (if applicable) the key in combination with the SHIFT key, the CTRL key, and both the SHIFT and CTRL keys.

For additional keyboard shortcuts, see UltraTax CS keyboard shortcuts.

Key SHIFT+Key CTRL+Key CTRL+SHIFT+Key
F1 SHIFT+F1 CTRL+F1 CTRL+SHIFT+F1
Accesses topic help for the current window or dialog. Accesses topic help for the current window or dialog. Accesses topic help for the current window or dialog. N/A
F2 SHIFT+F2 CTRL+F2 CTRL+SHIFT+F2
In windows and in statement dialogs, saves data and returns you to the prior window or input screen. N/A N/A N/A
F3 SHIFT+F3 CTRL+F3 CTRL+SHIFT+F3
In input screens and forms, displays a context menu from which you can select commonly used commands. N/A N/A N/A
F4 SHIFT+F4 CTRL+F4 CTRL+SHIFT+F4
Opens the drop-down list attached to current field. Opens the drop-down list attached to current field. Closes the open client. Closes the open client.
F5 SHIFT+F5 CTRL+F5 CTRL+SHIFT+F5
Opens the Client Status dialog. N/A N/A N/A
F6 SHIFT+F6 CTRL+F6 CTRL+SHIFT+F6
When a statement dialog is open, press F6 to switch between entering information in the input screen and entering information in the statement dialog. N/A N/A N/A
F7 SHIFT+F7 CTRL+F7 CTRL+SHIFT+F7
In amount fields, opens the calculator.

In combined fields for 1120 Consolidated clients, displays the amount contributed by each group member to the total amount in the input screen field.
In combined fields for 1120 Consolidated clients, displays the amount contributed by each group member to the total amount in the input screen field. In combined fields for 1120 Consolidated clients, displays the amount contributed by each group member to the total amount in the input screen field. In combined fields for 1120 Consolidated clients, displays the amount contributed by each group member to the total amount in the input screen field.
F8 SHIFT+F8 CTRL+F8 CTRL+SHIFT+F8
Enables you to view prior-year data for any client whose data was proforma'd. N/A N/A N/A
F9 SHIFT+F9 CTRL+F9 CTRL+SHIFT+F9
Moves to previous field. N/A N/A N/A
F10 SHIFT+F10 CTRL+F10 CTRL+SHIFT+F10
Moves to next field. In input screens, displays a context menu from which you can select commonly used commands. N/A In input screens and forms, displays a context menu from which you can select commonly used commands.
F11 SHIFT+F11 CTRL+F11 CTRL+SHIFT+F11
Moves to next folder in the folders block. Moves to previous folder. Switches between federal and state returns. N/A
F12 SHIFT+F12 CTRL+F12 CTRL+SHIFT+F12
Moves to the next input screen tab in the folder. Moves to previous input screen tab in the folder. N/A N/A
SHIFT+→ CTRL+→ CTRL+SHIFT+→
Moves one character to the right. Extends highlighting of text one character to right. Moves one field to the right. Highlights all text.

In statements, moves the cursor one field to the right.
SHIFT+← CTRL+← CTRL+SHIFT+←
Moves one character to the left. Extends highlighting of text one character to left. Moves one field to the left. Highlights the text from the point of cursor to the beginning of the word.

In statements, moves the cursor one field to the left.
SHIFT+↑ CTRL+↑ CTRL+SHIFT+↑
Moves to field above. N/A In input screens, scrolls screen up.

In statement dialogs, moves to the top of current column.
Highlights the text from the point of cursor to the beginning of the word.
SHIFT+↓ CTRL+↓ CTRL+SHIFT+↓
Moves to field below. N/A In statement dialogs, moves to the bottom of current column.

In input screens, scrolls screen down until cursor is at the top of the screen.
Highlights the text from the point of cursor to the end of the word.
ESC SHIFT+ESC CTRL+ESC CTRL+SHIFT+ESC
In input screens, transfers focus to the folders block.

In statement dialogs, exits without saving changes.
N/A Opens the Windows Start menu. In Windows 8 or 7, opens the Windows Task Manager dialog.
END SHIFT+END CTRL+END CTRL+SHIFT+END
Moves to last character in current field. Highlights all text right of cursor location. Moves to last field in input screen. N/A
HOME SHIFT+HOME CTRL+HOME CTRL+SHIFT+HOME
Moves to first character of current field. Highlights all text left of cursor location. In input screens, moves to first field in the input screen. N/A
PAGE UP SHIFT+PAGE UP CTRL+PAGE UP CTRL+SHIFT+PAGE UP
In input screens, moves to previous section.

In forms and schedules, moves up one visible portion of the screen.
N/A Within current folder, moves to the previous unit of a multiple-unit input screen. N/A
PAGE DOWN SHIFT+PAGE DOWN CTRL+PAGE DOWN CTRL+SHIFT+PAGE DOWN
In input screens, moves to next section.

In forms and schedules, moves down one visible portion of the screen.
N/A Within current folder, moves to the next unit of a multiple-unit input screen. N/A
ENTER SHIFT+ENTER CTRL+ENTER CTRL+SHIFT+ENTER
Moves forward through fields. Also, if focus is on the folders block, this key will transfer focus to first input screen field. In statement dialogs, moves the cursor to the following line. In statement dialogs, saves data and exits. N/A
TAB SHIFT+TAB CTRL+TAB CTRL+SHIFT+TAB
Moves forward through fields or makes selection from drop-down list. Moves backward through fields. Within current folder, moves to the first field of the next input screen in the folder. Within current folder, moves to the first field of the prior input screen in the folder.
PLUS (+) SHIFT+PLUS CTRL+PLUS CTRL+SHIFT+PLUS
When the cursor is in a field in Organizer data entry, accepts client-entered data retrieved from a web client organizer (assuming the data has not already been accepted or discarded). If the cursor is not in a field in Organizer data entry containing electronic organizer data, moves to the next field in the current screen containing client-entered data that has not already been accepted or discarded. N/A Accepts all client-entered data in an input screen in Organizer data entry (assuming the input screen contains data retrieved from an electronic organizer that has not already been accepted or discarded). N/A
MINUS (-) SHIFT+MINUS CTRL+MINUS CTRL+SHIFT+MINUS
When the cursor is in a field in Organizer data entry, discards client-entered data retrieved from a web client organizer (assuming the data has not already been accepted or discarded). N/A Discards all client-entered data in an input screen in Organizer data entry (assuming the input screen contains data retrieved from an electronic organizer that has not already been accepted or discarded).

N/A

Share This