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 of various processes.
General
Downloading applications from our website (approx. 3 minutes)
Joining the Ideas Community (approx. 5 minutes)
Setting up UltraTax CS
Exploring the Home Page (approx. 6 minutes)
Accessing integrated research tools from within UltraTax CS (approx. 4 minutes)
Customizing input screens and folders (approx. 3 minutes)
Importing information
Transferring prior-year data to the current-year UltraTax CS application (approx. 3 minutes)
Entering and retrieving data from source documents into UltraTax CS (approx. 3 minutes)
Importing Schedule C data from Accounting CS (approx. 3 minutes)
Importing Schedule C data from Trial Balance CS (approx. 3 minutes)
Entering data
Gathering information using 1040 web organizers (approx. 3 minutes)
Exporting and importing multi-state allocation data (approx. 3 minutes)
Exporting and importing partner, shareholder, and apportionment data (approx. 3.5 minutes)
Preparing Schedule M-3 for partnership returns (approx. 4 minutes)
Specially allocating partnership depreciation (approx. 6.5 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. 3.5 minutes)
UltraTax/1040: Allocating income to nonresident state returns: Wages (approx. 1.5 minutes)
Using the Tax Subject Index (approx. 4.5 minutes)
Fixed Assets CS: Disposing of multiple assets (approx. 2.5 minutes)
Communicating with clients
Combining transmittal letters and filing instructions (approx. 3.5 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. 2.5 minutes)
Customizing client documents: Applying print conditions (approx. 4 minutes)
Customizing client documents: Creating, viewing, and editing custom paragraphs (approx. 3 minutes)
Customizing client documents: Inserting client-specific text (approx. 3.5 minutes)
Customizing client documents: Inserting placeholders for custom paragraphs (approx. 4.5 minutes)
Customizing client documents: Restoring documents defaults (approx. 2.5 minutes)
Reviewing and transmitting returns
Tracking the progress of returns in UltraTax CS (approx. 3.5 minutes)
Creating and logging electronic filing status events (approx. 3.5 minutes)
Viewing the State Electronic Filing Guide (approx. 3 minutes)
Resolving IRS Master File rejections (approx. 5 minutes)
Viewing diagnostic messages, correcting errors, and creating electronic files (approx. 3.0 minutes)
Creating federal extensions using the Electronic Filing utility (approx. 4.5 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. 7.5 minutes)
Delivering returns to clients via web portals (approx. 3 minutes)
Sending client tax returns by email (approx. 6 minutes)
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