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.
The capability for the client to enter data electronically and the subsequent retrieval by the preparer of that information into UltraTax CS is only available in the Web Electronic Client Organizer, due to Adobe Acrobat Reader (versions 5 or greater) having a data limitation on how much content can be stored. In other words, the electronic retrieval of an emailed electronic organizer is not available. An email client organizer will need to be received from the client and manually entered into UltraTax CS.
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