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.
There are several menus and toolbars included in UltraTax CS. The specific menu and toolbar that appear at the top of the screen depend on the tasks you are performing. The topics below describe the various menus and toolbars found throughout the UltraTax CS applications.
Main menu and toolbar
The UltraTax CS menu and toolbar appear when the input screens or forms are open. Because most of the work you do in UltraTax CS involves entering data in input screens or viewing the results on forms, you will most often be using this menu and toolbar.
Note: If you set UltraTax CS to display forms on a different monitor than input screens, the form view toolbar only includes buttons that apply to form view.
Additional menus and toolbars
- Asset tab menu - Appears in the Asset List window in which you select the asset for which you want to enter detailed asset information in the built-in asset module.
- Asset Detail menu - Appears in the Asset Detail dialog, which is used to enter detailed asset information in the built-in asset module.
- Data Mining menu - Appears when you choose Utilities > Data Mining to open the Data Mining feature.
- Document editing menu and toolbar - Appear when you edit client documents.
- Statement menu and toolbar - Appear when you enter information in statement dialogs.
Federal application menus and toolbars
The following menus and toolbars appear in specific UltraTax CS federal applications.
1120 menus and toolbars
- UltraTax/1120 Apportionment menu
- UltraTax/1120 Apportionment toolbar
- UltraTax/1120 Shareholder data entry menu
- UltraTax/1120 Shareholder data entry toolbar
1065 menus and toolbars
- UltraTax/1065 Apportionment menu
- UltraTax/1065 Apportionment toolbar
- UltraTax/1065 Partner data entry menu
- UltraTax/1065 Partner data entry toolbar
- UltraTax/1065 Interim Closing Annualization menu
- UltraTax/1065 Interim Closing Annualization toolbar
1041 menus and toolbars
990 menus and toolbars
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |