Tax & Accounting Blog

Need to Know

Need to Know

Integrating Checkpoint® with UltraTax CS® Puts the Information You Need Right Where You Need It Timothy D. Evans, CPA, MS Tax, has been a tax and accounting professional since 1981, so he remembers when online information searches were in their infancy. “They were expensive and rudimentary,” says Evans, the tax partner at Vicenti, Lloyd & … Read More

New Features in the Open Client Dialog

New Features in the Open Client Dialog

Starting with the 2015 release of UltraTax CS, three icons may appear in the Open Client dialog’s Client ID column, representing that a client is password protected, locked by another user/program or discouraged from being opened. For More Information The Discourage Access feature enables you to have UltraTax CS display a warning message when someone … Read More

Printing Shareholder/Partner/Beneficiary Packages Made Easy

Printing Shareholder/Partner/Beneficiary Packages Made Easy

Starting with 2015 UltraTax CS, you can print only the shareholder, partner and beneficiary packages much more easily than in prior years. Choose File > Print Returns. Mark the desired collation: Government, Client or Preparer. Click the Options button. Click the Selected Pages tab. Click the Mark Packages button. This will clear the checkboxes for … Read More

UltraTax/1065 Now Supports Activity-Based Reporting

UltraTax/1065 Now Supports Activity-Based Reporting

With the release of 2015 UltraTax/1065, each partner’s Schedule K-1 package will provide a worksheet with income and expenses broken down by activity. We made changes to input screens and data entry fields to support this activity-based reporting for partners. We also changed several single-unit input screens to multiple-unit input screens. Input Screen Changes The … Read More