UltraTax CS

What is UltraTax CS?

UltraTax CS is a comprehensive suite of professional tax software products designed to streamline tax preparation workflows for accountants. Featuring a diverse range of tools and capabilities, UltraTax CS empowers tax professionals to automate corporate tax processes, manage documents efficiently, and leverage advanced tax planning functionalities. At the core of the solution lies a cloud-based interface that enables seamless multi-monitor flexibility, allowing users to simultaneously view forms, input data, diagnostics, prior year information, and more across up to four separate displays. The software's data sharing, electronic filing, and document management features facilitate collaborative tax preparation, while its asset management and tax planning modules equip practitioners with the necessary insights to optimize client outcomes. UltraTax CS further simplifies the tax filing process by enabling users to instantly retrieve field data from previous years' returns, as well as automatically link returns using Tax ID numbers and monitor progress through the e-file tools. Additionally, the solution's multi-state processing capabilities, including the multi-state allocation grid for K-1 or Schedule C income and the apportionment grid for business returns, provide enhanced support for complex tax scenarios. To streamline the signature collection process, UltraTax CS also offers an eSignature add-on module, empowering teams to obtain client approvals remotely using mobile devices

Highlights

• Cloud-based interface with multi-monitor flexibility, allowing users to view various tax preparation components simultaneously on up to 4 separate displays
• Data sharing, electronic filing, and document management features to enable collaborative tax workflows
• Asset management and advanced tax planning capabilities to optimize client outcomes
• Instant access to prior year field data and automated return linking using Tax ID numbers
• Multi-state processing support, including allocation grids for K-1/Schedule C income and apportionment grids for business returns
• eSignature add-on module for remote client signature collection using mobile devices