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Trending UltraTax CS topics

Have a question about TCJA changes? Check out the TCJA overview!

• Alerts and notices
• User Bulletins
• Fall deadline toolkit
• Downloading and applying updates
• LogMeIn Rescue remote support tool

1040

• QBID overview (1040)
• QBID troubleshooting (1040)
• Section 163(j) and Form 8990 (1040)

1120

• QBI overview (1120)
• QBI troubleshooting (1120)
• Section 163(j) and Form 8990 (1120)

1065

• QBI overview (1065)
• QBI troubleshooting (1065)
• Section 163(j) and Form 8990 (1065)
• Types of allocations (1065)

Electronic filing

• Multi-factor authentication requirement for UltraTax CS electronic filing
• E-File Help Center
• UltraTax CS electronic filing overview
• State Electronic Filing Guide

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If you have an actionable item, such as an engagement letter included in the email client organizer, those items are included in a separate PDF. One PDF will contain the client organizer itself, and the second PDF will contain the actionable items.