The Power to Streamline Your Entire Tax Process

Designed specifically for practicing accountants, UltraTax CS offers advanced productivity features that eliminate hundreds of hours of manual effort and save you time on every return. By significantly streamlining your data-entry process, UltraTax enables your firm to reach new levels of efficiency and profitability.

UltraTax CS features include:

• A Convenient Home Page
  From this single location in UltraTax CS, you can view pertinent application and tax-related information in real time, including e-file transmission status.
• Intuitive Navigation
  UltraTax CS is organized in a logical file format, so you are never more than one or two mouse clicks or keystrokes from any part of the return.
• Advanced Data Sharing
  Receive alerts to share data such as demographic, W-2, 1099R, K-1, and Form 8615 Kiddie Tax data. You can also transfer account balances directly into UltraTax CS from Write-Up CS , and Trial Balance CS .
• Barcode Scanning Utility
  For faster tax preparation, UltraTax CS enables you to scan bar codes on 1065, 1120S, and 1041 Schedule K-1s, and barcodes on W2s.
• Web-based Client Organizer
  Within secure, private client portals, your clients can access and complete their organizers online 24/7. And you can import their data directly into UltraTax CS.
• Faster Tax Processing with Optical Character Recognition (OCR) Technology
  Integration with FileCabinet CS and the Source Document Processing service enables you to achieve more efficient tax processing through optical character recognition technology, which enables you to assign source data entry tasks to non-professional administrators. The Source Document Processing service pulls in data directly from scanned client source documents and shares it seamlessly with the client's UltraTax CS tax return.
• UltraTax/1040 Portals
  Give clients private secure locations on your website to transmit organizers, and access PDF copies of their completed returns.
• PPC Deskbooks™, RIA Research on Checkpoint®, Tax Alerts™, RIA Reference Guides, and Quickfinder (CD)
  Depending on your Checkpoint subscription, you can link directly from any input screen or line item on a form in UltraTax CS to targeted explanations, guidance, analysis and Tax Alerts.
• Direct "Line Finder" Research Integration
  The Line Finder feature automatically directs you from the field where you are in the tax return to the appropriate area in Checkpoint to support your research needs.
• Quick Access to Common Commands
  Further speeding navigation in UltraTax CS, you can use the right mouse button to quickly access commonly used commands, such as "switch to government form," "print current page," or "add a field note."
• Smart Data Entry
  The "smart" cursor automatically skips fields that don't apply to a specific client or that already contain calculated data. For example, on returns for single taxpayers, UltraTax CS will automatically skip over spouse information fields. When moving the cursor from field to field, the screen will automatically scroll to keep the active field centered in the screen.
• Tax Subject Index
  When you need to enter specific types of data but are unsure of where to enter it, you can access the Tax Subject Index for a list of tax subjects or forms. From this list, you simply type in the category of data you want to enter. UltraTax CS then takes you instantly to the appropriate input screen. You can also access government tax form instructions with a single click when connected to the Internet.
• Comprehensive Diagnostics
  Diagnostics in UltraTax CS ensure that you don't overlook any detail. For example, you can monitor selected values, such as AGI and tax due, while entering data or in review, and UltraTax CS automatically calculates these values for you.
• Customizable Drop-Down Lists
  UltraTax CS provides several helpful drop-down lists or field views of commonly repeated entries, such as business codes for specific fields. You can further speed data entry by creating your own custom field views of commonly used information, such as names of local banks or charitable organizations. Once you create these customized lists, they are available for all your UltraTax CS clients across all products and are imported each year when you proforma client data.
• Review Summary
  Click the F (Form View) button located on the main UltraTax CS toolbar to display a Review Summary of all your client's key amounts, including income items, total tax, amount due, refund, penalties, future year estimates, and diagnostic messages.
• Electronic Filing for 1040 and Business Entities
  UltraTax CS enables electronic filing of 1040, all 1040 states, and 1065, 1120, 1120S, 1041, and 990 returns as well.
• Prior-year View
  Easily view field information from the prior year's return with just one mouse click. This is a very helpful feature when you need to make comparisons to previous year's information.
• Comprehensive Online Help
  UltraTax CS contains a comprehensive online Help system that offers context-sensitive F1 help, "how to" procedures, answers to frequently asked questions, full text searching capabilities, a searchable index of keywords for use in locating desired information, and a list of keyboard shortcuts.