Online research tools overview

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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.

You can use the Research tab in the User Preferences dialog to enable online research tools that you can purchase from Thomson Reuters. To subscribe, visit, or call 800.431.9025.

Note: For more information, see Enabling access to online research tools.

Description of online research tools

After you subscribe to the following tools and mark the applicable checkboxes in the Research tab, commands and buttons that provide you with direct access to online research tools become available from within UltraTax CS. Except when using Quickfinder (CD), you must be connected to the internet and provide log-in information.

Checkpoint provides access to research that is intelligently linked to guide you between related subjects. It brings together the most trusted information on the most powerful research application available, and provides unparalleled expert guidance, a powerful system to optimize research efficiency, practice development tools to help build revenue, and the flexibility and integration that has revolutionized tax and accounting research.

RIA Form/Line Finder integrates with UltraTax CS in form view. This feature allows you to search by specific forms and line numbers. Then, Checkpoint locates and displays the applicable section for you to review.

PPC Deskbooks includes more than 100 calculators arranged in the following categories: auto, business, credit card, investment, loan, mortgage, personal, retirement, savings, and tax. You can navigate from any section of an input screen in UltraTax/1040, 1065, 1120 and 1120S to relevant key issues, illustrations, and practice aids in PPC's core tax compliance Deskbooks, helping you to resolve tax issues and verify the accuracy of returns.

Quickfinder publishes concise, practical tax quick reference, research, news, and training programs. Designed and written by working tax professionals, Quickfinder's tax quick reference, research, news, and training can provide you with accurate and useful information through concise, down-to-earth writing.

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