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.

Click the following links to view videos covering UltraTax CS data entry and other features.

General

Exploring the Home Page (approx. 6 minutes)

Using the Tax Subject Index (approx. 4.5 minutes)

Setting up UltraTax CS

Accessing integrated research tools from within UltraTax CS (approx. 4 minutes)

Customizing input screens and folders (approx. 3 minutes)

Transferring prior-year data to the current-year UltraTax CS application (approx. 3 minutes)

Individual (1040) data entry

Gathering information using 1040 web organizers (approx. 3 minutes)

Exporting and importing multi-state allocation data (approx. 2 minutes)

UltraTax CS: Allocating income to part-year and nonresident state returns: Activity income (approx. 2.5 minutes)

UltraTax CS: Allocating income to nonresident state returns: Interest and dividend income (approx. 2.5 minutes)

UltraTax/1040: Allocating income to nonresident state returns: Wages (approx. 1.5 minutes)

Business data entry

Preparing Schedule M-3 for partnership returns (approx. 5 minutes)

Specially allocating partnership depreciation (approx. 3.5 minutes)

Exporting and importing partner, shareholder, and apportionment data (approx. 2 minutes)

Electronic filing

Creating and logging electronic filing status events (approx. 2 minutes)

Viewing the State Electronic Filing Guide (approx. 2 minutes)

Resolving IRS Master File rejections (approx. 3 minutes)

Viewing diagnostic messages, correcting errors, and creating electronic files (approx. 2.5 minutes)

Creating federal extensions using the Electronic Filing utility (approx. 3 minutes)

Attaching Portable Document Format (PDF) forms to electronic business returns (approx. 2.5 minutes)

Transmitting electronic files and retrieving acknowledgments (approx. 2.5 minutes)

Viewing the status of electronic files (approx. 4 minutes)

Asset data entry

Fixed Assets CS: Disposing of multiple assets (approx. 2.5 minutes)

Activity data entry

Heavy Vehicle Form 2290 Walkthrough (approx. 6 minutes)

Minister: 1099 Data Entry Walkthrough  (approx. 5 minutes)

Minister: W-2 Data Entry Walkthrough  (approx. 9.5 minutes)

Oil and Gas Module: Cost Centers Walkthrough (approx. 4.5 minutes)

Importing data from other applications

Importing Schedule C data from Accounting CS (approx. 2 minutes)

Client documents and communications 

Combining transmittal letters and filing instructions (approx. 2.5 minutes)

Printing blank client organizers (approx. 2.5 minutes)

Using Data Mining to generate client letters (approx. 3.5 minutes)

Selecting borders for client documents (approx. 1.5 minutes)

Customizing client documents: Applying print conditions (approx. 2.5 minutes)

Customizing client documents: Creating, viewing, and editing custom paragraphs (approx. 2.5 minutes)

Customizing client documents: Inserting client-specific text (approx. 3 minutes)

Customizing client documents: Inserting placeholders for custom paragraphs (approx. 3 minutes)

Customizing client documents: Restoring documents defaults (approx. 1.5 minutes)

Reviewing and delivering returns

Tracking the progress of returns in UltraTax CS (approx. 3.5 minutes)

Delivering returns to clients via web portals (approx. 3.5 minutes)

Sending client tax returns by email (approx. 6 minutes)

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