UltraTax/1041 Walkthrough guide

Alerts and notices

The UltraTax/1041 Walkthrough guide provides step-by-step instructions that walk you through UltraTax CS and help you learn the basics of UltraTax/1041. The walkthrough can be used like a tutorial to quickly familiarize yourself with UltraTax CS as well as to help train new staff members.

  • You can view or print UltraTax/1041 Walkthrough guide (PDF) using the Adobe Reader.

    Note: This walkthrough, released for the 2017 version of UltraTax/1041, includes content that may deviate from the 2018 version, although the general concepts are accurate. If you want to follow the exercises, use the 2017 version of UltraTax/1041 until April 2019 when we release the updated version of this walkthrough.

  • If you have difficulty opening this guide, you might need to download and install the latest version of the Adobe Reader from the Downloads page of the Adobe website.
  • For a list of other guides you can view, open the UltraTax CS Home Page and click the Products Information link > 1041 tab > Federal link > Product guides.