For researching info for the current client, you can quickly access federal and state form instructions, taxing authority publications, Checkpoint® tools, and other online resources from within UltraTax CS.
Accessing Web Research
Follow the steps below to access form instructions or publications from within an open client.
- Navigate to the Form View of the open client by choosing Form Viewf rom theView menu of UltraTax CS
- Select the applicable form, schedule or worksheet from the list of forms along the left margin
- Right-click and choose Web Research > Government
- Within the displayed menu choose the desired resource in order to display it within a web browser.
To access Checkpoint, choose Help > On the Web > Checkpoint and log in using your username and password.
Note: this option will not appear unless you have enabled it under Setup > User Preferences > Research.
Accessing Web Form Instructions
Additionally, you may view a listing of Web Form Instructions by clicking on the Tax Subject Index icon from the icon bar at the top of UltraTax CS while in a client. Then select the desired resource from the list and click “Go To” to be directed to it within a web browser.
Remember to search our Help & How-To Center for product-related questions.
You can access the Help & How-To Center directly from UltraTax CS by holding your CTRL key plus the letter Y. You may also click the Help button from the toolbar of UltraTax CS.