Screens

Electronic Filing Dashboard at UltraTax.com

Client returns dashboard

Choose Office/Data Location dialog

UltraTax CS Help and Support

Add Selected State dialog

Add or Edit User dialog

UltraTax CS Help and Support

Extensions dialog (States)

UltraTax CS Help and Support

Extensions dialog (States)

UltraTax CS Help and Support

Attached Text Library dialog

UltraTax CS Help and Support

Other Return Options dialog (States)

SBT Credits and Shareholder/Partner Information dialog

New Client Options dialog (States)

Extensions dialog (States)

Other Return Options dialog

UltraTax CS Help and Support

Extensions dialog (States)

PPT Assessor Addresses / Information dialog

Other Return Options dialog (States)

Extensions dialog (States)

UltraTax CS Help and Support

Extensions dialog (States)

Data Sharing Relationships dialog

Data Sharing Pending Updates dialog

Data Sharing Update dialog

Source Details dialog

UltraTax CS Help and Support

Extensions dialog (States)

Kentucky City Rates dialog

Extensions dialog (States)

Edit Contact Information dialog

UltraTax CS Help and Support

Impromptu To Do dialog

Client Document tab (1041)

Client External Documents dialog

Client Note dialog

Extensions dialog (States)

Other Return Options dialog (States)

Extensions dialog (States)

Estimates dialog

Extensions dialog (States)

Ohio City Rates dialog

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog (States)

Extensions dialog (States)

Other Return Options

Extensions dialog (States)

Other Return Options

Extensions dialog (States)

UltraTax CS Help and Support

Extensions dialog (States)

Other Return Options dialog (States)

Extensions dialog (States)

Current Users dialog

UltraTax CS Help and Support

Extensions dialog (States)

UltraTax CS Help and Support

Extensions dialog (States)

Transfer state(s)? dialog

UltraTax CS Help and Support

Discourage Access dialog

Display Settings dialog

Virtual Office & Terminal Server Resolutions dialog

Display Configuration Name dialog

UltraTax CS Help and Support

Document Properties / New Document dialog

UltraTax CS Help and Support

[Document Type] dialog

UltraTax CS Help and Support

Print If dialog

New / Modify/View Print-Ifs dialog

Variables dialog (Data Mining)

Variables dialog

UltraTax CS Help and Support

Enter ToolTip Description dialog

UltraTax CS Help and Support

Monitor Setup Wizard dialog

UltraTax CS Help and Support

Estimated Value dialog

Custom Fieldview dialog

UltraTax CS Help and Support

Electronic Filing Attachments dialog

Add or Modify Electronic Filing Attachment dialog

UltraTax CS Help and Support

Electronic Filing Status window

UltraTax CS Help and Support

Email K1 Packages dialog

Enter Master Password dialog

UltraTax CS Help and Support

Modify Event Focus dialog

Extensions dialog (States)

Extension dialog (5500)

SBT Credits and Shareholder/Partner Information dialog

New Client Options dialog (States)

Extensions dialog (States)

Save As dialog

UltraTax CS Help and Support

Backup dialog

Send to Email Recipient or Send to File Location dialog

Restore Client from FileCabinet CS dialog

Delete Clients dialog

UltraTax CS Help and Support

Informing your clients of items you need to complete their return

UltraTax CS Help and Support

File Location dialog

UltraTax CS Help and Support

Print Spooled Returns dialog

Rename Client dialog

Rename dialog

Add Client Confirmation dialog

UltraTax CS Help and Support

New Client / Client Properties dialog

Add State(s) dialog

Client List dialog

UltraTax CS Help and Support

Restrict Access tab

Enter Asset Detail tab

UltraTax CS Help and Support

PPT Assessor Addresses / Information dialog

Open Client dialog (Summary)

New Client Options dialog (States)

Client Password dialog

UltraTax CS Help and Support

Open Client dialog (Detail)

Client Complexity Calculation dialog

UltraTax CS Help and Support

Print Organizers dialog

Print Returns

Print Extensions dialog

UltraTax CS Help and Support

Extensions dialog (States)

Select Clients to Print dialog

UltraTax CS Help and Support

Select Watermark dialog

UltraTax CS Help and Support

Print Options dialog

UltraTax CS Help and Support

Page Layout and Shading dialog

Print Options tab

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Document Names tab

Watermarks dialog or Watermark Details dialog

Mailing Slipsheets dialog

UltraTax CS Help and Support

Restore dialog

Clients Not Found dialog

UltraTax CS Help and Support

Family Transfer Utility dialog

UltraTax CS Help and Support

PPT Assessor Addresses / Information dialog

Other Return Options dialog (States)

New Client Options dialog (States)

Print Preparer / Staff / PRP Block Information Report dialog

UltraTax CS Help and Support

Import Spreadsheet - Step 2 of 2 dialog

Delete Group dialog

Add or Edit Group dialog

Security Configuration > Groups tab

About UltraTax CS dialog

UltraTax CS Help and Support

SBT Credits and Shareholder/Partner Information dialog

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog

E-File Error Report dialog

New Client Options dialog (States)

Other Return Options dialog

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog

Kentucky City Rates dialog

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog

New Client Options dialog (States)

Other Return Options dialog

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

Data Verification dialog

New Client Options dialog (States)

UltraTax CS Help and Support

New Client Options dialog (States)

Other Return Options dialog (States)

New Client Options dialog (States)

Other Return Options dialog (States)

Ohio City Rates dialog

Other Return Options dialog (States)

Extensions dialog (States)

Print City Rate Information dialog

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog (States)

Print City Rate Information dialog (1040)

Extensions dialog (States)

New Client Options dialog (States)

UltraTax CS Help and Support

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog (States)

New Client Options dialog (States)

UltraTax CS Help and Support

PPT Assessor Addresses / Information dialog

UltraTax CS Help and Support

To Do: Log Event dialog

Extensions dialog (States)

UltraTax CS Help and Support

New Client Options dialog

PPT Assessor Addresses / Information dialog

New Client Options dialog (States)

PPT Assessor Addresses / Information dialog

Extensions dialog (States)

New Client Options dialog

PPT Assessor Addresses / Information dialog

New Client Options dialog

New Client Options dialog (States)

Extensions dialog (States)

UltraTax CS Help and Support

Field Note/Tick dialog

UltraTax CS Help and Support

Extensions dialog (States)

New Client Options dialog (States)

PPT Assessor Addresses / Information dialog

UltraTax CS Help and Support

Other Return Options dialog

UltraTax CS Help and Support

E-File Exists dialog

SBT Credits and Shareholder/Partner Information dialog

New Client Options dialog (States)

Extensions dialog (States)

UltraTax CS Help and Support

Paragraph Layout dialog

UltraTax CS Help and Support

Extensions dialog (States)

Kentucky City Rates dialog

UltraTax CS Help and Support

Ohio City Rates dialog

UltraTax CS Help and Support

Select Printer dialog

UltraTax CS Help and Support

PPT Assessor Addresses / Information dialog

New Client Options dialog

UltraTax CS Help and Support

Extensions dialog

Extensions dialog (States)

Extensions dialog

Extensions dialog (States)

Other Return Options > General tab (2290)

New Client Options dialog (2290)

Other Return Options > Consent tab (2290)

New Client Options dialog

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

New Client Options dialog

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extension dialog (1041)

Tax Return History Chart Options dialog (1041)

Other Return Options > Other tab (1041)

General tab (1041)

Consent dialog (1041)

New Client Options dialog (1041)

Consent tab (1041)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog (States)

New Client Options dialog

New Client Options dialog (States)

Consent dialog (1120)

Spreadsheet Options dialog (1120 only)

Extensions dialog (States)

Bank Products dialog (1040)

Other tab (1040)

Comparative Analysis Options dialog (1040)

Client Documents tab (1040)

New Client Options dialog (1040)

Client Organizer Checklist dialog

Consent to Disclose tab (Client Organizer)

Consent to Use tab (Client Organizer)

Options dialog (Client Organizer)

Other tab (1040)

Proforma tab (1040)

Return Presentation tab (1040)

Consent to Disclose tab (1040)

Consent to Use tab (1040)

Web Options dialog (Client Organizer)

Web Questionnaire dialog (Client Organizer)

Open Web Organizer Questionnaire dialog

Tax Return History Chart Options dialog (1040)

Tax Projection tab (1040)

Extensions dialog (1040)

Other Return Options > Client Documents tab (5500)

Extension dialog (5500)

New Client Options dialog (5500)

Other Return Options (5500)

Consent tab (5500)

Tax Return History Chart Options dialog (1065)

Other tab (1065)

Return Presentation tab (1065)

Consent dialog (1065)

Other Return Options tab (709)

Entering information for donor and spouse gift tax returns when gift splitting is elected (709)

New client options dialog (709)

Consent tab (709)

Other Return Options > General tab (706)

New Client Options dialog (706)

Other Return Options > Consent tab (706)

New Client Options dialog

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Reason for Extension

New Client Options dialog

UltraTax CS Help and Support

Reason for Extension dialog

UltraTax CS Help and Support

Extension dialog (990)

Consent dialog (990)

New Client Options dialog (990)

UltraTax CS Help and Support

MBT Credits and Shareholder/Partner Information dialog

Client Communications dialog

Scan Settings dialog

UltraTax CS Bar Code Scan dialog

UltraTax CS Help and Support

ELF / eSign Options dialog

PDF Delivery Password Options dialog

UltraTax CS Help and Support

Override NetClient CS Portal Destination dialog

Web Delivery Options dialog

UltraTax CS Help and Support

Web Delivery HTML dialog

UltraTax CS Help and Support

Open Form dialog (Source Data Entry)

UltraTax CS Help and Support

E-File Status Print dialog

UltraTax CS Help and Support

Import Spreadsheet - Step 1 of 2 dialog

Office Configuration dialog

UltraTax CS Help and Support

Diagnostics tab

FileCabinet CS or GoFileRoom tab

UltraTax CS Help and Support

eSignature tab

UltraTax CS Help and Support

Office Setup dialog

UltraTax CS Help and Support

Reviewer or Staff tab

Onvio tab

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog

New Client Options dialog (States)

New Client Options dialog

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Other Return Options dialog (States)

New Client Options dialog (States)

Other Return Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog

New Client Options dialog (States)

Extensions dialog (States)

New Client Options dialog (States)

CS Connect tab

UltraTax CS Help and Support

FileCabinet CS tab or GoFileRoom tab

Backup Options dialog

Select Folder dialog

Data Sharing tab

E-Filing tab

Electronic Return Originator (ERO) dialog

States dialog

Firm tab

PRP Preparer Block dialog

UltraTax CS Help and Support

Data Locations tab

Add / Modify Data Location dialog

Add Personal Data Location dialog

System Configuration Folder Location dialog

Transfer Configurable Files dialog

UltraTax CS Help and Support

Preparers tab

UltraTax CS Help and Support

Preparer Information dialog

UltraTax CS Help and Support

Representative dialog

Electronic Filing Mandate Exceptions dialog

Default User Preferences tab

Apply Default User Preferences dialog

Security Configuration > Security tab

Security tab

Add / Modify Master Password dialog

Modify Password to Display SSNs dialog

Reviewer tab or Staff tab

Status tab

Watch Fields dialog

UltraTax CS Help and Support

Warning - Status System dialog

UltraTax CS Help and Support

Bypass Warning Reason - Status System dialog

Monitor Settings tab

UltraTax CS Help and Support

Data Entry tab

File Locations tab

Modify Location dialog

UltraTax CS Help and Support

UltraTax CS Data Location dialog

UltraTax CS Help and Support

UltraTax CS Help and Support

Invoice Options dialog

UltraTax CS Help and Support

Client Complexity dialog

Invoice Pricing dialog or Custom Invoice Amounts dialog

Increase Invoice Amounts dialog

Return Collation dialog

Input Screen Printing dialog

Data Entry Display dialog

UltraTax CS Help and Support

Transmittal Letter Options dialog

UltraTax CS Help and Support

Tabs dialog

UltraTax CS Help and Support

PPT Assessor Addresses / Information dialog

UltraTax CS Help and Support

New Client Options dialog (States)

Other Return Options dialog

Other Return Options dialog (States)

New Client Options dialog (States)

Other Return Options dialog (States)

New Client Options dialog (States)

PPT Assessor Addresses / Information dialog

New Client Options dialog (States)

Other Return Options (States)

New Client Options dialog (States)

Other Return Options dialog (States)

New Client Options dialog (States)

New Client Options dialog

New Client Options dialog (States)

Transfer state(s)? dialog

Tax Return History Chart Options dialog (1120)

Estimates tab (1120)

Other tab (1120)

Return Presentation tab (1120)

Client Documents tab (1120)

Consent Information tab (1120)

Other tab (1120)

Proforma tab (1120)

Return Presentation tab (1120)

New Client Options dialog (States)

New Client Options dialog

New Client Options dialog (States)

Client Documents tab (1065)

Consent tab (1065)

Other tab

Proforma tab (1065)

Return Presentation tab (1065)

Tax Return History Chart Options dialog (990)

Consent Information tab (990)

Other Return Options > Client Documents tab (990)

Other tab (990)

Proforma tab (990)

Return Presentation tab (990)

PPT Assessor Addresses / Information dialog

Product Information window

UltraTax CS Help and Support

BNA Export dialog

Select Clients for Report dialog

Data Mining window and menu

Print Selection and Client Search dialog (Data Mining)

Add/Modify Searches dialog (Data Mining)

Combine Searches dialog (Data Mining)

Save As dialog (Data Mining)

UltraTax CS Help and Support

Print dialog (Data Mining)

Search Results dialog (Data Mining)

Restore Previously Selected Profiles dialog

Additional Focus dialog (Data Mining)

Print If dialog (Data Mining)

Add/Modify Search Criteria dialog (Data Mining)

Input Screen Field Selection dialog (Data Mining)

Repair dialog (Data Mining)

UltraTax CS Help and Support

Modify Print Selection dialog (Data Mining)

Data Mining Report Sample dialog

Sync with Practice CS dialog

Edit Formula dialog (Data Mining)

Select Search Criteria dialog (Data Mining)

UltraTax CS Help and Support

Email Addresses dialog (Data Mining)

UltraTax CS Help and Support

Custom Report Layout dialog (Data Mining)

Add Custom Report dialog (Data Mining)

Custom Reports dialog (Data Mining)

UltraTax CS Help and Support

Mailing Labels or Export Report dialog (Data Mining)

Export dialog (Data Mining)

UltraTax CS Help and Support

Education Expense Optimization dialog (1040)

Confirm ELF / Web Organizer File Deletion dialog

UltraTax CS Help and Support

CS Connect ... Electronic Filing tab

CS Connect ... Web Organizer tab

CS Connect ... PRP tab

CS Connect ... Electronic Filing Recall tab

CS Connect Options

UltraTax CS Help and Support

CS Connect ... Initial State Releases tab

Filing Status Optimization dialog

UltraTax CS Help and Support

State Payments dialog (FSO Utility)

UltraTax CS Help and Support

Print dialog (FSO Utility)

UltraTax CS Help and Support

Blank Forms/Input Screens dialog

Print Options dialog (Blank Forms / Input Screens)

Select Clients for Mailing Labels dialog

Define Custom Labels dialog

Select Labels dialog

Print Labels dialog

Define Label Size dialog

UltraTax CS Help and Support

Onvio Integration dialog

UltraTax CS Help and Support

Client Listing Reports dialog

UltraTax CS Help and Support

Proforma window

UltraTax CS Help and Support

Reassign Clients dialog

Third-party accounting (import) dialog

Clients tab

Decompress Client dialog

License Disk tab

Send Client Data to CS dialog

File Locks tab

UltraTax CS Help and Support

Misc tab

UltraTax CS Help and Support

Log Multiple Clients tab

Log Event tab

Imported Fields Listing dialog

Detail tab

Options dialog

UltraTax CS Help and Support

Delete User Options dialog

User Event Selection dialog

Import Users dialog

Security Configuration > Users tab

At a Glance tab

Schedule Event tab

Today's Ticklers tab

Column Preferences dialog

Electronic Filing Status dialog

Details dialog

UltraTax CS/GoFileRoom Configuration dialog

UltraTax CS Help and Support

User Preferences dialog (Source Data Entry)

UltraTax CS Help and Support

Custom Fieldview dialog (Source Data Entry)

UltraTax CS Help and Support

Select Forms for Report dialog (Source Data Entry)

Delete Data dialog (Source Data Entry)

UltraTax CS Source Data Entry dialog

UltraTax CS Help and Support

Resolve Identification Number dialog (Source Data Entry)

Add Note dialog (Source Data Entry)

FileCabinet CS Source Document Processing dialog (Source Data Entry)

Other Options tab (Source Data Entry)

UltraTax CS Help and Support

Print Reports dialog (Source Data Entry)

UltraTax CS Help and Support

Select Printer dialog (Source Data Entry)

UltraTax CS Help and Support

Summary Report dialog (Source Data Entry)

Data Locations tab (Source Data Entry)

UltraTax CS Help and Support

Copy Data dialog (Source Data Entry)

Convert Entity Type dialog

UltraTax CS Help and Support

Import from Accounting CS, Workpapers CS, or Onvio Workpapers dialog

Import from AdvanceFlow dialog

Import From Creative Solutions Accounting dialog

UltraTax CS Help and Support

Engagement Selection dialog

UltraTax CS Help and Support

Assign Creative Solutions Accounting Tax Codes dialog

State allocation spreadsheet

Print Reports dialog

Multi-State Allocation dialog

Print Reports dialog

New Client Options dialog (States)

Other Return Options dialog

PPT Assessor Addresses / Information dialog

New Client Options dialog (States)

UltraTax CS Help and Support

Find Principal Business or Professional Activity Codes dialog

UltraTax CS Help and Support

Tax Subject Index dialog

UltraTax CS Help and Support

Custom Statement dialog

UltraTax CS Help and Support

Reassign Input Screen dialog

PPT Assessor Addresses / Information dialog

PDF File Options tab

UltraTax CS Help and Support

Form fields

UltraTax CS Help and Support

Printing tax returns in PDF for email and web delivery

Upload tax returns, organizer questionnaires, and other items to Onvio

Duplex Printing Methods

Use the Family Transfer Utility to transfer data between returns

Accessing frequently asked questions (FAQs)

UltraTax CS function keys

Did you know Organizer setup tab > Options dialog for Lite

Did You Know?

UltraTax CS Help and Support

Setting security options

Tax return components

Did You Know?

Set Default User Preferences dialog

UltraTax CS Help and Support

Client status events logged by UltraTax CS

UltraTax CS Help and Support

Print reports and letters in Data Mining

Add or change searches in Data Mining

Print reports and letters in Data Mining

Select and perform a search in Data Mining

UltraTax CS Help and Support

Add or modify search criteria for federal or state input screen data

Select input screen fields in Data Mining

UltraTax CS Help and Support

Add or edit a search in Data Mining

Editing a search formula in Data Mining

Did You Know?

Tips for troubleshooting Modernized e-File (MeF) rejections

Fees for ELF, PRP, and Client Organizer transmission charges incurred via CS Connect

Using the Filing Status Optimization utility (1040)

UltraTax CS Help and Support

UltraTax CS Source Data Entry overview

Did You Know?

Work with custom statements

Data sharing overview

UltraTax CS Help and Support

Per-Return-Pricing code (PRP) overview

Transmit e-files and retrieve acknowledgments with CS Connect

Assemble and transmit web tax returns

Transmit Web Organizers

Retrieve a completed Web Organizer

eSignatures

Download and apply updates

Download and install licenses

Send client data to CS Support via CS Connect

Send K1 packages from UltraTax CS to Onvio Documents

Sync clients to Ultratax.com

Tax Protection Plus

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