UltraTax CS release schedule information

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The release date for UltraTax CS 2021 is November 23, 2020.

Tax preparation will not be possible until finalized forms are approved by the IRS, typically beginning in December or January.

State releases

Release date: Throughout January, 2021.

Data mining release

Data mining is typically released in the 2021.3.0 update around early to mid-February. For more information, see Data Mining: Release Date.

How to install and update

First, you need to download the program from cs.tr.com/support.downloads.

  • You can do this beginning November 23.
  • You need to log in to access the downloads.
  • For installation instructions, troubleshooting tips, and network or workstation requirements, see the UltraTax CS Installation Toolkit.

Once the program is installed, you will download all future releases and updates through CS Connect. See Downloading and applying updates. You can also turn on automatic updates with CS Connect Background Services.

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