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What's new in UltraTax CS 2024
The 2024 version of UltraTax CS includes the following new features and enhancements.
Sign-in
- Starting with UltraTax CS 2024, desktop icons will show the 2-digit year.
- When e-filing returns in CS Connect, you now only need to use Two-Factor authentication once per hour instead of every transmission.
- There is a new user preference intab toSetupUser PreferencesMiscAutomatically sign out upon exit. Enabling this option will sign you out of your Thomson Reuters Account when you close the program and require you to sign in and re-authenticate the next time you open. If you don't have this option selected, you won't need to sign back in the next time you open, unless you reach the 30-minute timeout.
- Enhancements to Offline Mode let you pair your mobile device.
Electronic filing status
- We've re-designed Electronic filing status
.
- Viewing and sorting information is easier, which includes a search field to find clients by name, client ID, or preparer.
- You can customize your client filters, sort, and column order. These settings will also save so you don't have to re-apply them each time you open the dashboard.
- If you're associated with multiple firms, you can now switch to different firms in Electronic filing status.
- There are enhancements to printing Form 9325.
- You can view the XML directly from theActionscolumn of the dashboard when an e-file is created, transmitted, or acknowledged.
- There's a new Electronic Filing Dashboard, which lets you access Electronic filing status from anywhere. To get to the dashboard, go to UltraTax.com.
Client Returns
On UltraTax.com, you can also find Client Returns. Like the
Client Profiles
feature in the UltraTax CS desktop application, Client Returns offers a modern web interface that compiles important data for each client. It also includes enhanced features for searching, sorting, filtering, and customizing the display.
The data in Client Returns updates through a new proforma option called
Sync client to ultratax.com on proforma
. This checkbox is selected by default when you proforma your clients to UltraTax CS 2024. This option also includes tools for tracking and reporting the sync status. Additionally, whenever you close a client in the desktop application, the data syncs.Syncing client data with ultratax.com will help integration with other Thomson Reuters and third-party applications, setting the stage for future improvements.
In a future release, Client Returns will also offer new features like visualizations for contact and return details, as well as return history for each client.
Printing
- When you go toyou can now choose multiple electronic delivery options for the client copy. Before you could only select one.FilePrint Returns
- Like the federal asset report, you can also print the State tax summary reports from the Forms view dropdown.
Client list filtering
Filters are now available for 1040, 1120, 1065, and Other return types on client lists. Select the filter 
for a return type to further refine your list.
for a return type to further refine your list.note
Using filters on a client list applies the filters throughout the program. For example, if you filter your list on the
Open Client
window, those same filters are applied to any other client list in UltraTax CS, such as the Client Communications
window.Integration
- Firms that are licensed for both GoFileRom and FileCabinet CS now have the option intab to switch between document management systems. Before, GoFileRoom would be the only option to integrate with.SetupOffice ConfigurationGoFileRoom
- There are stability and reliability enhancements to the Onvio eSignatures and sending client copies of tax returns to Onvio.
- We've added SafeSend integration for 990 returns.
- Protection Plus Audit Defense is now available for business returns in addition to individual returns.
1040
- The IRS has announced updates to Form 3800.
- The IRS has announced updates to Form 8933.
- The following are now calculating forms:
- Form 7204 - data entry is available in theCreditsfolder.
- Form 8802 - data entry is available in theSeparate Filingsfolder.
- Form 8833 - data entry is available in theNonresident Alienfolder.
- Form 8843 - data entry is available in theNonresident Alienfolder.
- Montana has some re-designs for taxing agency updates.
- Washington added Capital Gains tax.
- Indiana added e-filing for amended returns.
note
As a reminder, the IRS and state taxing agencies typically delay e-filing for returns that include re-designed forms.
1120
- The IRS has announced updates to Form 3800.
- The IRS has announced updates to Form 8933.
- Connecticut re-designed the PTET return.
- Delaware added a composite return.
- We updated the data entry for Iowa Forms 128 and 128S Research credit, and Form 148 Tax Credit Schedule.
- Alabama added e-filing for estimates.
- Colorado added e-filing for passthrough K-1s.
- Idaho added e-filing for passthrough K-1s.
- Iowa added:
- e-filing for 1120-F and 1120-PETC.
- electronic funds withdrawal for amended returns.
- enhanced e-file diagnostics.
- Michigan City and Detroit added e-filing.
- New Hampshire added e-filing for extensions and estimates.
- Rhode Island added e-filing for amended returns.
- South Carolina added e-filing for amended returns.
note
As a reminder, the IRS and state taxing agencies typically delay e-filing for returns that include re-designed forms.
1065
- The IRS has announced updates to Form 3800.
- Connecticut re-designed the PTET return.
- Alabama added e-filing for estimates.
- Delaware added e-filing for the Composite return and extensions.
- Idaho added e-filing for passthrough K-1s.
- Iowa added electronic funds withdrawal for all items including the return, estimates, and extension.
- New Hampshire added e-filing for extensions and estimates.
- Rhode Island added e-filing for amended returns and electronic funds withdrawal for RI-1065 extensions.
note
As a reminder, the IRS and state taxing agencies typically delay e-filing for returns that include re-designed forms.
1041
- The IRS has announced updates to Form 3800.
- Basis Review is now available for all states for a more comprehensive review for 1041 state returns.
- Louisiana added e-filing for estimates.
- Montana's taxing agency has various updates, and we've re-designed UltraTax CS/1041-MT to support those updates.
- Nebraska added e-filing.
- Rhode Island's taxing agency has various updates, and we've re-designed UltraTax CS/1041-RI to support those updates.
note
As a reminder, the IRS and state taxing agencies typically delay e-filing for returns that include re-designed forms.
Other return types
- You can now e-file 5500 extensions.
- You can now view and print donor and spouse returns at the same time for 709-Connecticut.
This article applies to:
- Product: UltraTax CS