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Discover UltraTax's new intelligent support platform combining generative AI with expert assistance. Click the question mark icon to access instant answers, best…
UltraTax Gen AI Search
From Luke Grothe
1,032 plays -
Discover the complete workflow for implementing electronic signatures in UltraTax CS, including identity verification protocols for Forms 8878, 8879, and 114-A. This…
UltraTax CS - eSignatures
From Video Access
65 plays -
UltraTax CS Help and Support walkthrough
From Grothe Luke
3,233 plays -
Viewing the status of electronic files
From Thomson Reuters
265 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
839 plays -
Creating and logging electronic filing status…
From Thomson Reuters
661 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
248 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
471 plays -
Sending client tax returns by email
From Thomson Reuters
227 plays -
Learn how to import Schedule C trial balance data directly from Accounting CS into UltraTax CS to save data entry time. This guide covers assigning chart of accounts to…
Importing Schedule C data from Accounting CS
From Thomson Reuters
215 plays -
Minister: W-2 Data Entry Walkthrough
From Thomson Reuters
405 plays -
Transmitting electronic files and retrieving… 13 of 16
Transmitting electronic files and retrieving…
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
291 plays -
Accessing integrated research tools from within…
From Thomson Reuters
349 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
995 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
895 plays
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