UltraTax/1065 WalkThrough guide

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New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

The UltraTax/1065 WalkThrough provides step-by-step instructions that walk you through UltraTax CS and help you learn the basics of UltraTax/1065. 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 the UltraTax/1065 WalkThrough (PDF) using Adobe Reader.
  • 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 that you can view, open the UltraTax CS Home Page, and click the Product Information link > 1065 tab > Federal link > Product guides link.

Note: This walkthrough, released for the 2017 version of UltraTax/1065, includes content that may differ from the 2018 version, although the general concepts are accurate. If you want to follow the exercises, use the 2017 version of UltraTax/1065 until April 2019 when we release the updated version of this walkthrough.

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