Tax & Accounting Blog

Free Source Document Processing for 5 Clients in February

Free Source Document Processing for 5 Clients in February

Sorting through an avalanche of client source documents is a busy season headache that most firms would rather avoid. If this sounds familiar, get your scanner ready for February 8 through February 13, 2016. On those days—and those days only—let us help you streamline your client source document management with free document source processing for … Read More

Use Custom Tax Codes for Integration with UltraTax CS and GoSystem Tax RS

Use Custom Tax Codes for Integration with UltraTax CS and GoSystem Tax RS

In Accounting CS, tax codes are a set of predefined groupings that are assigned to accounts. After assigning tax codes, you can generate reports in Accounting CS that list combined account totals for each tax code. You can also use tax codes to export amounts to other tax applications, such as UltraTax CS or GoSystem Tax … Read More

How to Integrate Your Accounting CS Data with UltraTax CS and GoSystem Tax RS

How to Integrate Your Accounting CS Data with UltraTax CS and GoSystem Tax RS

Integration with UltraTax CS: Accounting CS is designed to streamline your workflow by providing integration with UltraTax CS. You can use the Accounting CS Import dialog in UltraTax CS to retrieve the general ledger account balances from Accounting CS into the client’s tax return in UltraTax CS, reducing the need for manual data entry. In UltraTax CS, open … Read More

Affordable Care Act Enhancements

Affordable Care Act Enhancements

We’ve made several Affordable Care Act enhancements for your convenience, including: An Affordable Care Act tab with an Aggregate Groups section in the Setup > Clients screen. Use this tab to group existing clients and other group members to complete Part IV of Form 1094-C. Event tracking for employee information changes and client payroll tax … Read More

Make Sure Your Clients Don’t Miss These Year-End Tax Savings Maneuvers

Make Sure Your Clients Don’t Miss These Year-End Tax Savings Maneuvers

As we get closer to the end of yet another year, it’s time to help clients tie up loose ends and implement tax saving strategies. Of course, every client has a unique tax situation, but here are some strategies to add to your year-end tax planning arsenal. Boost Charitable Contributions with a Donor-Advised Fund. These … Read More