Tax & Accounting Blog

Indicate Data Entered as an Estimated Value

Indicate Data Entered as an Estimated Value

You can now indicate data entered in a field as an estimated value for generating estimates, extensions or for tax planning purposes. These markers can be added through the right-click context menu or by choosing Edit > Estimated value. A new Estimate tab will be available in the Diagnostics window, displaying the field and estimated … Read More

Data Security Has Always Been Important—Why the Urgency Now?

Data Security Has Always Been Important—Why the Urgency Now?

Tax and accounting professionals are responsible for information that, if compromised, can threaten the identity and financial security of their clients, their firms and staff, third parties and more. No big revelation there—this has been the case long before I started my career in this profession almost 20 years ago. So why is so much … Read More

Proforma Your Clients into 2016 UltraTax CS®

Proforma Your Clients into 2016 UltraTax CS®

If you used 2015 UltraTax CS or converted data from another tax application, you can proforma (or advance) client data into 2016 UltraTax CS after the release in late November. The Proforma dialog is accessible by clicking Utilities from the menu bar and then choosing Proforma. In addition, you can also proforma … Read More

2016 Year-End Training Opportunities

2016 Year-End Training Opportunities

It’s time to boost your productivity and get the most out of your software. Our year-end training is designed to provide you, your firm and employees with the knowledge and skills to help you become more effective and efficient. It’s an investment in yourself and your firm that will pay off next year. Plus, it’s … Read More