Tax & Accounting Blog

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 Pre-Season Guide to Tax Processing

2016 Pre-Season Guide to Tax Processing

Now is the time to get your Accounting CS® application tuned up for tax season. Here are some easy ways to make sure your application is working at its best. Review the system requirements and recommendations Do your current workstations and network systems meet the minimum requirements and recommended specifications for running our applications? … Read More