2018 UltraTax CS
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.
New for 2018
New Form
Form DEX-41 – Application for Refund/Rebate has been added to the system.
See also: 2018 Pennsylvania user bulletins
Frequently asked questions
Calculations & data entry
Accessing the Political Subdivision (PSD) code associated with the city code
Add, delete, and print additional return types
Amounts not printing on forms (OCR-A BT font issue)
Determining the residency status of a Local EIT return
Email address requirements for Philadelphia returns
Entering estimates and overpayments for Local EIT returns
Filing a joint return when the taxpayer is deceased
Filing a Local EIT return for a taxpayer and spouse that live and work in different cities
Filing a Local EIT return for a taxpayer that moved during the year
Indicating PA-40 as a farmer return
Interest and dividends on a nonresident return
Political Subdivision (PSD) codes and taxing authority city code setup
Preparing the extension payment
Printing a list of PSD codes and related municipality and school district names for each city code
Schedule PA-40X, Amended return
Tuition Savings Program (529 Plan)
Electronic filing
Electronic Extension, Form REV-276
Electronic filing - Pennsylvania forms
Electronic filing signature documents
Forms printing with numbers at the top and bottom of the pages
Printing returns separately from Form PA-40
Forms approval
Was this article helpful?
Thank you for the feedback!