Add a state or city in UltraTax CS

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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.

To add a state or city return to a client:

  1. Choose File > Client Properties in an existing client or File > New Client.
  2. Click the Add States button.
  3. Mark the state or city return. Some city returns are included inside a state and some are listed separately.
  4. Click OK.

If you run into trouble adding the city or state return, these articles might help:

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