Tax & Accounting Blog

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

Behind the Scenes: Creating Exceptional Experiences

Behind the Scenes: Creating Exceptional Experiences

Meet Randy Loughridge, senior manager of mobile app development and user experience at Thomson Reuters. He’s been with the company since 1998, moving through support and development positions until being named manager of mobile app development in 2010. In 2013, Randy added the user experience team to his responsibilities. He’s based in our Dexter, Mich., … 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

Forward-Thinking Firm

Forward-Thinking Firm

[Image ©Eric Millette] Chris Coggins had a new-client presentation to give on behalf of his firm, The Tax Office, Inc., but he didn’t get a chance to prepare for it. Then he remembered the Practice Forward™ materials he’d been given at a Thomson Reuters Partner Summit in 2015. Using the materials, Coggins developed a proposal … Read More