UltraTax/1065 WalkThrough guide

Alerts and notices

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.