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.

Use the CS Connect Options tab to choose the tasks to complete when you connect to our secure data centers. You can use CS Connect to complete many tasks; see the categories below for details on specific tasks. 

By clicking the appropriate switches in the Purpose of Connect group box to set them to Yes, and connecting to our secure data centers with the Connect feature, you can complete the following tasks. You can lock the certain switches by clicking them twice. Locked switches will default to Yes every time you open the CS Connect dialog.

E-filing returns and extensions

Send e-files to the taxing authority or to attempt to call back (also known as "recall") e-files that were sent accidentally. Note that there is a limited timeframe when recalls are possible, and they may not be successful. 

Transmit returns that are queued for electronic filing and retrieve acknowledgements

Recall transmitted e-file returns  

Per-return pricing (PRP)

You must purchase a PRP code to file state or federal returns if you do not have an unlimited license for that return type. You can acquire PRP codes and install initial state releases for PRP use via CS Connect. You will not be able to file a PRP state before installing the release and acquiring the PRP code.

Acquire PRP authorization codes

Retrieve initial state releases for PRP use

Transmit returns and organizers

You can send electronic copies of returns and organizers to NetClient CS. NetClient CS is a separately licensed product that allows you to create private, secure logins for your clients to view their tax documents online. These options are only available if your firm is licensed for NetClient CS.

Transmit tax returns to client portals 

Transmit client organizers 

Retrieve completed organizers

Download licenses and updates

By default, CS Connect Background Services will download and apply application updates automatically. If this feature is disabled, you can manually download updates as they become available. You can also download your licenses for the first time, or download a new copy of your licenses if you've made any recent changes.

Download and apply updates and view user bulletins associated with the updates

Download licenses for UltraTax CS federal, state, and PPT applications 

Send eSignature documents

You can gather signatures from your clients using eSignature on a variety of documents, such as Form 8879 or engagement letters. After assembling and transmitting documents to your clients, retrieve updated eSignature status and documents through CS Connect. You can send engagement letters and consent forms with either the organizer or the tax return.  

Send eSignature documents including those assembled via Data Mining 

Track and retrieve eSignature documents

Related topics

• Transmit client data to CS Support (only at the request of an UltraTax CS Support representative)
• Troubleshooting connection problems or other CS Connect issues
• CS Connect frequently asked questions

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