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.

Each year, UltraTax CS is released with new features. Whether you are new to UltraTax CS or have used it for years, you can use the following information to quickly find relevant information and help.

To learn about updates and new features in UltraTax CS, choose Help > Bulletins. For more information, see Viewing and printing user bulletins.

Common tasks

• Completing required setup tasks for new and returning users
• Installing additional UltraTax CS applications, such as state applications
• Rolling over data and setup information from the previous year using the Proforma utility
• Entering data
• Reviewing returns
• Customizing client documents
• Filing, delivering, and storing returns

Help

The primary documentation for using UltraTax CS is provided online in the Help & How-To Center, which is available from the Help menu or via our website. You can also access a variety of additional resources. See Getting help for more information.

Additional information

• Managing your firm's tax-preparation work
• Key features of UltraTax CS
• UltraTax CS integration with other applications

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