UltraTax CS
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.
Before you start
In UltraTax CS, make sure the following settings are in place:
- Select Setup, then Office Configuration.
- Select the eSignature tab.
- Mark Enable electronic signatures (eSignature) ($).
- Select the Onvio, GoFileRoom, or Filecabinet CS tab.
- Choose your file destination in the Document management and Client portals drop-down menus.
- Select Done when you're finished.
- Select Setup, then Client Communications.
- Make sure that the client's correct email has been entered.
- Check that the Firm email address field is completed.
- Select OK when you're finished.
Prepare and send eSignature documents
You can prepare and send eSignature documents from UltraTax CS to several different ways:
- With the Organizer
- With the Tax Return
- With Data Mining
- For FinCEN Form 114a only
- For Form 8878 with a 1040, 1065, or 1120 extension
After you prepare and send the eSignature document, the client will receive:
- An email notification that a document is available in their portal.
- An email notification that it's available to sign.
- A notification to register for their Onvio Client Center Access account if they have not yet registered.
If your customer doesn't receive the email:
- Check the Client Communications screen in the UltraTax CS Setup menu to make sure the client's email is correct.
- Have the customer check their Spam folder.
Adjust reminder email frequency and expiration periods.
Documents sent for eSignature will expire after a certain period. Your clients will automatically receive reminder emails for any unsigned eSignature documents.
You can adjust the frequency of reminder emails and expiration periods in UltraTax CS:
- Select Setup in the top menu.
- Select the entity that you're working with, for example 1040 Individual.
- Select Federal or any applicable state tab.
- Select Other Return Options.
- Select Other.
- Use the eSignature options to set reminder email frequency.
Receive eSignatures
After documents are eSigned by clients, they will automatically appear in the Client Documents section of UltraTax CS, and the eSignature Status live page in UltraTax CS will update.
To update the Signature column in the Electronic Filing Status dialog, and to suppress the signed document from printing again, complete the following steps in UltraTax CS:
- Select CS Connect.
- Turn on Retrieve updated eSignature status.
- Select Connect.
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