Configuring UltraTax CS after renewing the application

Alerts and notices
  • If your firm used UltraTax CS last year and has renewed its licenses for this year, complete the tasks listed below (as applicable) to configure application settings for your firm.
  • If you just installed UltraTax CS for the first time, see Configuring UltraTax CS as a new user for an overview of the applicable setup tasks.

Initial setup tasks

Before you begin processing returns, complete the tasks below in the order specified.

  1. Proforma data and customized items from the prior-year application: Import the client data, customized client documents and print collations, and data-entry display settings from the prior-year version of UltraTax CS.
  2. Verify or configure data locations: Make sure you have the desired locations specified for UltraTax CS client data and asset data.
  3. Determine whether to use firm-wide or user-defined print options: You can set identical print options for all UltraTax CS users in your firm, or allow each user to specify their own.
  4. Configure your firm's electronic filing information: Start by entering your firm's Electronic Filing Identification Number (EFIN) in the Setup > Office Configuration > E-Filing tab. If your firm filed returns electronically last year, the firm's EFIN will automatically transfer from the prior-year application.

Configuring optional UltraTax CS features

The following tasks can help improve your firm's workflow and add efficiency to the return preparation process.