2018 ULTRATAX CS
CS Connect is easy to use, generally requires no setup, and provides you with a convenient and economical way to complete the following tasks.
- Download and apply updates for 2018 UltraTax CS.
- Download updated licenses and user bulletins.
- Receive timely information from Thomson Reuters.
- View the CS Connect Fee schedule.
- Obtain authorization codes for per-return pricing (PRP) returns.
- Retrieve initial state releases for PRP use.
- Transmit electronically filed returns and receive acknowledgements (if Thomson Reuters is your electronic filing transmitter) using the Electronic Filing utility.
- Request the recall of electronic files previously transmitted to Thomson Reuters.
- Transmit and retrieve web client organizers, eSignature documents, and tax returns (if licensed for NetFirm CS).
- Transmit client data to CS Support for software support questions or issues (only at the request of a CS Support representative).
Notes
- You must have a standard internet connection (DSL, cable modem, T1, and so on) to use CS Connect.
- If you connect to our network of secure data centers using a dial-up internet service or a proxy server, see Setting CS Connect communication options to update your settings.
- To keep your data safe, CS Connect encrypts all sensitive transactions involving monetary funds or client information using an industry-standard encryption system.
- To manage your payment options, visit the My Account section of our website and click My Orders & Payments.
For more information, see CS Connect frequently asked questions and Troubleshooting connection issues.
Internal Employees