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.

The Bar Code Scan Utility has been discontinued starting with UltraTax CS 2023.

To specify the appropriate settings for using your scanner with the UltraTax CS Bar Code Scan utility, follow these steps:

1. Choose Setup > Scan Settings to open the Scan Settings dialog.
2. Use the Port and Baud rate drop-down lists to select the COM port and baud rate for your bar code scanner with a serial connection.
3. Mark either the Mixed Case or UPPER CASE option to specify whether scanned data should be shared as mixed case or upper case text. Data sharing is case-sensitive, so you should choose the selection that is most consistent with how you normally enter data into UltraTax CS and other CS Professional Suite applications.
4. Click OK to close the Scan Settings dialog.

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