Tax & Accounting Blog

UltraTax CS Organizer Delivery

CS Tax & Asset Management Solutions November 20, 2015

After you proforma your client data into 2015 UltraTax CS, you can prepare professional tax organizer packages for your clients using Client Organizer and Business Organizer.

Get More Information on Our New Organizer Help Center

For more on 1040 organizer set up and delivery, refer to our new Organizer Help Center, the one-stop solution to your organizer questions. This comprehensive resource is located in our user-friendly Help & How-To Center. To access the Help & How-To Center directly from UltraTax CS, hold your CTRL key and press the letter Y. You can also click the Help button UltraTax CS Toolbar Help Button from the UltraTax CS toolbar.