Enabling access to online research tools

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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.

If you subscribe to our online research tools, such as Checkpoint, you can access those services from within UltraTax CS. Follow these steps to enable access to these tools in UltraTax CS.

  1. Choose Setup > User Preferences.
  2. In the User Preferences dialog, click the Research tab.
  3. Mark the checkboxes for the online research tools that you want to access from within UltraTax CS. Highlight each checkbox to view a description of the methods of access that marking the checkbox will enable in UltraTax CS.

    Note: You must have a subscription to these services in order to access them from within UltraTax CS. To subscribe, visit Tax.ThomsonReuters.com, or call 800.431.9025.

  4. Click OK to close the User Preferences dialog.

Related topics

Online research tools overview

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