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Starting January 21, UltraTax will offer a new in-product support experience—fast, AI-powered answers without leaving the application. What's changingA new…
UltraTax Gen AI Search
From Luke Grothe
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UltraTax CS Help and Support walkthrough
From Grothe Luke
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Viewing the status of electronic files
From Thomson Reuters
243 plays -
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Learn how to seamlessly import prior year client data, customized documents, tax return collations, and display settings into UltraTax CS current year application. This…
Transferring prior-year data to the current-year…
From Thomson Reuters
781 plays -
Importing Schedule C data from Accounting CS
From Thomson Reuters
208 plays -
Learn how to create electronic files in Ultra Tax CS by selecting government copy options, checking for errors, and using CS Connect for transmission. This guide covers…
Transmitting electronic files and retrieving…
From Thomson Reuters
258 plays -
Minister: W-2 Data Entry Walkthrough
From Thomson Reuters
401 plays -
Creating and logging electronic filing status…
From Thomson Reuters
564 plays -
Sending client tax returns by email
From Thomson Reuters
226 plays -
Discover how to efficiently input oil and gas cost center information and well details using UltraTax CS. Master overhead allocation methods, cost depletion…
Oil and Gas Module: Cost Centers Walkthrough
From Thomson Reuters
445 plays -
Learn to create custom status events in UltraTax CS to track client return progress. Log events for individual or multiple clients simultaneously, then generate detailed…
Tracking the progress of returns in UltraTax CS
From Thomson Reuters
240 plays -
Accessing integrated research tools from within…
From Thomson Reuters
338 plays -
Explore every section of the UltraTax CS homepage in this detailed tutorial. From welcome information and alerts to electronic filing transmission status, e-signature…
Exploring the Home Page
From Thomson Reuters
960 plays -
Discover the complete workflow for transmitting web organizers to 1040 clients through NetClient CS. Master the process of sending organizers via CS Connect, enabling…
Gathering information using 1040 web organizers
From Thomson Reuters
867 plays
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