You may upgrade to our UltraTax CS Express 150 or UltraTax CS Express 250 offer. After that level, you may move up to UltraTax CS. PRP pricing is not available for any return over 250.

You can upgrade to any plan at any time during your contract. You will pay only the difference and your contract end date will not change. At the end of your contract, you will then be able to purchase the higher plan.

No, we are not able to offer a downgrade mid-cycle. At renewal time, you can change your package to a smaller number of returns.

No, this is an offer for new tax software customers and for non-current Thomson Reuters UltraTax CS customers only.

UltraTax CS Express is available for one user only. If more users are necessary, contact the sales team at 800-968-8900​.

The initial purchase price will be subject to standard annual price increases upon renewal.

Our UltraTax Navigation training course is included with your UltraTax CS Express purchase and will be received during the onboarding process. If you purchase the Onvio Firm Management add-on, you will receive a series of quick complementary onboarding training videos. If you would like to purchase more training, please ask your sales rep about our Foundational Implementation training package.

E-mail and chat support are included for UltraTax CS Express, as well as 24-hour access to our state of the art Help and How-To Center with thousands of articles and content. UltraTax CS Express also includes phone support.

For UltraTax CS Express, visit our conversion toolkit page here: https://cs.thomsonreuters.com/ua/ut/2018_cs_us_en/utwapp/conversions/ultratax-cs-conversion-tool-kit.htm.

No. UltraTax CS Express does not have all of the same functionality as UltraTax CS. You should purchase UltraTax CS if you need more than one user, need more than 250 returns a year, need Virtual Office CS, or access to the Oil and Gas module. You should also consider UltraTax CS if you need forms beyond 1040, 1120, and 1065 or if you need to file returns in more than five states.