Tax & Accounting Blog

Access Checkpoint Resources Directly from UltraTax CS

CS Tax & Asset Management Solutions January 22, 2014

UltraTax CS enables you to access targeted guidance and analysis on Checkpoint® from within UltraTax CS input screens and forms, based on your current Checkpoint services subscriptions. 

Follow these steps to enable the integration in UltraTax CS 2013: 

  1. In UltraTax CS, choose Setup > User Preferences.
  2. Click the Research tab, mark the checkboxes for the Checkpoint services to which you subscribe, and then click OK.
  3. Related Notes and Features
    • You can mark any or all of the Checkpoint services checkboxes in UltraTax CS, but access to those services is limited to those for which you have an active subscription.
    • If you attempt to access a particular Checkpoint service to which you do not subscribe, you will be prompted with a sales number that you can call to purchase the service.
    • Marking the PPC Deskbooks checkbox will enable the PPC button on the UltraTax CS input screens.
    • New in 2013 UltraTax CS: You now have access to Quickfinder on ProView via the Research on the Web  section of the Home Page or through Help > On the Web. This option is also enabled under Setup > User Preferences >Research.
  4. To log in to Checkpoint from UltraTax CS, choose Help > On the Web > Checkpoint, enter your Checkpoint username and password, and then click the Research button.


  • 2013 UltraTax CS will proforma your username and password from 2012 UltraTax CS, if applicable, and will retain your Checkpoint username and password for future use.
  • You can change the default screen that Checkpoint displays when opening by clicking the Options link and selecting a new default screen.
  • Available in Mid-January:  The annual release of RIA Line Form/Line Finder, which provides direct access to RIA® Tax Research with easy to access menu or right-click options in UltraTax CS.  This feature is also enabled under Setup > User Preferences > Research.  

For more information on Checkpoint subscription information or product usage, please call Checkpoint sales a t800-950-1216  (extension 1), or call support at 800-431-9025 (option 4).

More Info?

See the UltraTax CS research tools overview article on our Help & How-To Center for more information on the types of research tools accessible through the program.