Client Summary Information > Tax Summary tab

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.

In the asset module, use this tab to view a summary of current-year section 179 expense, a summary of AMT Preference and Adjustment amounts, and a MACRS mid-quarter convention analysis.

Note: Assets entered in the miscellaneous activity are excluded from the summary of AMT Preference and Adjustment amounts and from the MACRS mid-quarter convention analysis.

To open this tab, open the Asset List window, choose Tasks > Display Summary Information, and then click the Tax Summary tab.

Fields & buttons

Share This