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

Behind the Scenes: Working Globally

Behind the Scenes: Working Globally

Meet Sally Paul, director of development services and project management. She joined Thomson Reuters in 1996 as a technical writer, after stints in social work and academic publishing. In her 20 years with the company, she has worked in technical communications and project management, and was named to her current position in 2015. Solutions: What … Read More