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.
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
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