Tax & Accounting Blog

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