UltraTax CS
This topic provides access to frequently asked questions (FAQs) about UltraTax CS.
Frequently asked questions: General
Are there keyboard shortcuts that I can use?
Where can I learn about specific menus and toolbars used in UltraTax CS?
Where can I view definitions of common UltraTax CS terms and phrases?
How do I customize my data entry display?
How do I use custom fieldviews?
How can I add a custom paragraph to client document?
Is there a quick way to find out where to enter specific information?
When should I enter data directly on the government form?
What are "noncalculating forms?"
How do I remove an orphan folder?
How do I force a form to print?
Frequently asked questions: Setup
How do I activate PRP state applications in Virtual Office?
How do I install a state or city application?
How do I set default user preferences for users?
How do I enter state firm information and rates?
How do I set up a blank preparer block?
How do I enable advanced security options?
Frequently asked questions: Proforma
How do I proforma client data?
Why are some of my clients missing from the Proforma dialog?
Related topics
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Email - Expect a 24-48 hour turnaround Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |