Accessing and participating in the UltraTax CS Ideas Community

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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.

To access the UltraTax CS Ideas Community, choose Help > UltraTax CS Ideas Community from within UltraTax CS, or visit

If prompted, enter the email address and password that you defined when registering for the UltraTax CS Ideas Community, then click Log In. If you haven't already, you can register for the Ideas Community by clicking the Register link.

Submitting an idea

As a member of the Ideas Community, you have a valuable opportunity to interact with the UltraTax CS Development team by providing suggestions to improve the software tools you use in your firm. To add new idea, complete the following steps.

  1. Click the Submit New Idea button.
  2. Enter a title and a detailed description of your idea in the fields provided. Describe your suggestion clearly so that other customers and our Development team can understand the suggestion.
  3. Select a category for the idea from the Campaign drop-down list.
  4. Enter relevant search terms in the Tags field (optional). This will help others find your suggestion.
  5. Use the Attachment field to provide additional documents that are relevant to the idea (optional).
  6. Click Submit to save and post your idea for other customers and our development staff to review.

Voting and commenting on ideas

You can vote by agreeing or disagreeing with any idea in the UltraTax CS Ideas Community. Increase the visibility of the ideas that are most important to your firm by clicking the I Agree button. Ideas with broad, consensus approval are more likely to be taken into consideration by our development team.

To vote on an idea, click the Up arrow (I Agree) or Down arrow (I Disagree) button on the right side of the suggestion.

To enter a comment, click the suggestion title and scroll to the bottom of the Comments tab, add a relevant comment and an attachment, which is optional, and then click the Submit Comment button.

Viewing the status of an idea

Campaign Funnels provide a way to view a filtered list of ideas that have been assigned to one of the following status categories.

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