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Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

Located at the top of your screen, the UltraTax CS toolbar is the main toolbar and is composed of buttons that you can click to quickly perform common tasks in UltraTax CS. If you are working in UltraTax CS and can't remember what a toolbar button does, simply pause the mouse pointer over the button to display a short on-screen description of the button.

Note: If you set UltraTax CS to display forms on a different monitor than input screens, the form view toolbar only includes buttons that apply to form view.


UltraTax CS toolbar
Button Function

New Client button

New Client: Opens the New Client dialog in which you can add a new client.

Keyboard: CTRL+N

Open Client button

Open Client: Opens the Open Client dialog in which you can select an existing client for processing.

Keyboard: CTRL+O

Client Properties button

Client Properties: Opens the Client Properties dialog in which you can update the open client's general information.

Client Note button

Client Note: Opens the Client Note dialog in which you can enter a note or reminder about the open client or the client's return.

Client Status button

Client Status: Opens the Client Status dialog, which is used to log events for UltraTax CS clients, to view the current day's scheduled events, or to schedule events for UltraTax CS clients.

Keyboard: F5

Copy button

Add Unit: Adds a new unit (copy) of the input screen.

Note: This button is available only if the current input screen is a multiple-unit input screen. (Identified by unit number, multiple-unit input screens are those that a client can have more than one of, such as a 1040 client's Screen C.)

Keyboard: CTRL+A

Custom Fieldview button

Custom Fieldview: Opens a list dialog in which you can enter items for the custom fieldview attached to the current field. (Custom fieldviews are lists of entries that you define for the current field.)

Note: This button is available only if the cursor is located in a field with an attached custom fieldview, as indicated by the arrow and the green stripe next to the field.

Field Note button

Field Note: Opens the Field Note/Tick dialog in which you can enter a note pertaining to the field in which the cursor is currently located. A musical note next to the field indicates attached notes.

Tickmark button

Tickmark: Opens the Field Note/Tick dialog in which you can verify that you want to attach a tick mark to the current field, delete a tick mark already attached to the field, or change the color of the tick mark. Click the drop-down list attached to this button to view a list of tickmarks on the current input screen.

Overrules button

Navigate to Input Screen Overrules: Opens screens that contain fields that have been overruled. This button is enabled after you mark the Distinguish overruled input screen fields checkbox in the Data Entry tab of the User Preferences dialog and have overruled field values.

Print button

Print Return: Opens the Print Returns dialog in which you can print tax returns, extensions, and input screens.

Keyboard: CTRL+P

Print Current Page button

Print Current Page: Prints a copy of the current input screen or form.

Keyboard: CTRL+1

Print Preview button

Print Preview: Allows you to preview the open client's return on screen before you print it. The return will be completely calculated and collated. 

Note: Click the drop-down arrow to preview the Government, Client, or Preparer collation. You can also select Check e-File to view any potential electronic filing errors without creating the e-file. Choosing this command opens the E-File Error Report dialog. 

Input Screen Data Entry button

Input Screen Data Entry: When viewing forms, click this button to view or enter data in the corresponding input screen. When viewing organizer data, click this button to return to the tax input screens.

Note: Click the drop-down arrow to view prior-year data for proforma'd clients.

Keyboard: CTRL+I

Organizer Data Entry button

Client Organizer / Shareholder / Partner Data Entry: For 1040 clients, opens the organizer input screens that mimic the organizer pages you send to your clients. For 1120S clients, opens the Shareholder Data Entry window in which you can enter shareholder information. For 1065 clients, opens the Partner Data Entry window in which you can enter partner information.

Note: This button only appears if the open client is an 1120S or 1065 client, or if you are licensed for UltraTax/1040 Client Organizer.

Keyboard: CTRL+R

Form View button

Form View: Opens the form that corresponds to the current input screen. Note that clicking the drop-down arrow (or pressing CTRL+Q) enables you to open the Return Summary or Diagnostics window, or preview the transmittal letter, filing instructions, or invoice. This drop-down menu also enables you to turn on the Client view Thumbnail of client view if they are enabled in the Window > Display Settings dialog.

Keyboard: CTRL+F

Electronic Filing Status button

Electronic Filing Status: Opens the Electronic Filing Status dialog, which you can use to check the status of your electronically filed returns.

Keyboard: CTRL+T

CS Connect button

CS Connect: Starts CS Connect, a utility that provides you with a convenient and economical way to download UltraTax CS application updates and user bulletins, obtain authorization codes for per-return-pricing (PRP) returns, and receive acknowledgments for electronically filed returns. CS Connect can also be used to transmit electronically filed returns if Thomson Reuters is selected as the electronic filing transmitter.

Keyboard: CTRL+K

FileCabinet CS button

FileCabinet CS: Opens FileCabinet CS, in which you can store documents from other CS applications such as tax returns or extensions from UltraTax CS or depreciation reports from Fixed Assets CS.

CSA Import button

Creative Solutions Accounting (Import): Opens the Import from Creative Solutions Accounting dialog in which you can select Write-Up CS clients whose data you want to import into UltraTax CS.

Notes

  • This button only appears on the toolbar if you have Creative Solutions Accounting (CSA) installed and have run the CSA desktop setup, and do not have Accounting CS installed. If you have CSA installed and the button still does not appear on the toolbar, verify the locations of the CSA application and data files. To do so, choose Setup > User Preferences > File Locations tab in UltraTax CS.
  • If you have both Accounting CS and Creative Solutions Accounting (CSA) installed, only the Accounting CS button will appear on the toolbar.

Accounting CS Import button

Accounting CS (Import) Opens the Import from Accounting CS dialog, which you can use to select Accounting CS clients whose data you want to import into UltraTax CS.

Note: If you have both Accounting CS and Creative Solutions Accounting (CSA) installed, only the Accounting CS button will appear on the toolbar.

Diagnostics button

Diagnostics: Opens a window that contains tabs for critical, FYI, and ELF critical diagnostic messages, overrides, missing data, to do items, form approval, and the Watch window. Click on a message to go directly to the input screen field in which the missing data should be entered.

Keyboard: CTRL+D

Help button

Help: Opens the Help & How-To Center, which you can use to find dialog and input screen overviews, step-by-step instructions, reference information, answers to frequently asked questions, and more.

Tax Subject Index button

Tax Subject Index: Opens the Tax Subject Index, which you can use to determine the input screen in which you should enter data for a specific tax subject or form, to find a particular input screen, or to access form instructions on the internet.

Notes

  • Although the Tax Subject Index is available for all federal input screens, it is not available for all state input screens.
  • You can use the search field Search field next to the Tax Subject Index button to search for keywords directly from the UltraTax CS toolbar.

Keyboard: CTRL+H

Home Page button

Home Page: Opens the UltraTax CS Home Page in which you can open a new or existing client and view recent activity, firm information, data locations, status summary, and application notices.

Keyboard: CTRL+J

Tips

  • Buttons for the two most recently-opened clients display next to the Home Page button on the toolbar. You can click these buttons to access the client's return information.
  • For more information, see Menus and toolbars in UltraTax CS.

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