Thomson Reuters

UltraTax CS is a comprehensive tax preparation and workflow system designed to meet the needs of even your most demanding clients. No matter how diverse your client base, the number of returns you process, or the complexity of your workflow, UltraTax CS streamlines the entire tax process so that your firm always operates at maximum productivity and profitability.

Recently, the Journal of Accountancy surveyed more than 6,000 AICPA members on tax-preparation software. UltraTax CS ranked #1 in the following three categories:

• #1 - Overall Product Rating
• #1 - in Users Planning to Renew
• #1 - in Quality of Email Support

I'm totally delighted with UltraTax CS. It's challenging me to eliminate my fears of the unknown. The more I get into it, the more I find it useful. It's so comprehensive -- this program has everything! The electronic organizers saved me about two weeks of time and a lot of paper this year, compared to the manual organizers I have done in the past."

- Mike Baker, CA

With UltraTax CS, you can:

• Make your entire tax practice more profitable, enhance your service offerings, and increase your client base without adding to your staff.
• Streamline your data-entry process, enabling your firm to reach new levels of efficiency, productivity, and profitability. Eliminating hundreds of hours of manual effort, UltraTax CS saves time on every return so you can get more done in less time.
• Achieve a completely paperless tax process with seamless integration across the CS Professional Suite, direct integration with PPC Deskbooks and RIA Checkpoint andTax Alerts.

Why choose UltraTax CS?

• Exceptional breadth and depth: Comprehensive calculations and advanced diagnostics ensure that UltraTax CS can meet the needs of your most demanding clients with ease.
• The most advanced technology: UltraTax CS takes advantage of the latest technology, so your firm can offer unparalleled service while realizing unprecedented productivity.
• Seamless product integration: True product integration enables you to achieve zero-time data entry and completely paperless tax processes.

UltraTax CS Feature Highlights:

• A Single, Convenient Information Source: The Home Page in UltraTax CS provides a single location where you can access a multitude of system information at a glance.
• Barcode Scanning Utility: Allows you to scan bar codes on 1065, 1120S, and 1041 Schedule K-1s, and barcodes on W2s for preparation of tax returns.
• Web-based Client Organizer: The Web Organizer enables clients to complete their tax information online, via your website. You then collect the completed data online and transfer it seamlessly into UltraTax CS.
• UltraTax CS 1040 Portals: Offers your clients electronic copies of their individual tax returns within secure, password-protected portals.
• PPC 1040 Deskbook Integration: Direct integration with the PPC 1040 Deskbook enables you to link to relevant tax research in seconds.
• Direct "Line Finder" Research Integration: Integrated with RIA's Checkpoint tax research, the Line Finder feature automatically directs you from the field where you are in the tax return to the appropriate area in Checkpoint to support your research needs.
• Tax Subject Index: When you need to enter specific types of data, but aren't sure where to enter it, access the Tax Subject Index for a list of tax subjects or forms. From this list, simply type in the category of data you want to enter and UltraTax CS will instantly takes you to the appropriate input screen.
• Comprehensive Diagnostics: Diagnostics in UltraTax CS ensure that you don't overlook any detail. For example, monitor selected values, such as AGI and tax due, while entering data or in review, and UltraTax CS automatically calculates these values for you.
• Electronic Filing for 1040 and Business Entities: UltraTax CS enables electronic filing of 1040, all 1040 states, and 1065, 1120, 1120S, 1041, and 990 returns as well.
• Prior-year View: Easily view field information from the prior year's return with just one mouse click. This is a very helpful feature when you need to make comparisons to previous year's information.
• Comprehensive Online Help: UltraTax CS contains a comprehensive online Help system that offers context-sensitive F1 help, "how to" procedures, answers to frequently asked questions, full text searching capabilities, a searchable index of keywords for use in locating desired information, and a list of keyboard shortcuts.

Time-Saving Data Entry and Workflow Tools:

• Integration with PPC Deskbooks: Link to relevant tax research in seconds.
• LineFinder Integration with Checkpoint and Tax Alerts: Instantly access topical tax research and recent tax changes. Unique LineFinder technology automatically detects where you are in the tax return and then directs you to the appropriate area within Checkpoint to support your research needs.
• Integration with RIA Tax Reference Guides: Link to topics directly related to the current input screen.
• Integration with Microsoft Excel®: Import spreadsheets, such as Schedule D information.
• Smart Data Entry: Automatically skip fields that don't apply to a specific client, or fields that already contain calculated data.
• Multiple Client Option: Switch from one return to work in another with a single mouse click.
• Prior-Year Data: Instantly see the values that appeared on last year's input screens.
• Customizable Watch Windows: Continuously monitor selected values (e.g., AGI or tax due) and easily view data entry changes to total amounts throughout the review process.
• True Multi-State Processing: Perform simultaneous processing in one pass with automatic computation of credit for taxes paid to other states.

Advanced, Secure Online Services for Your Clients:

• UltraTax/1040 Portals: UltraTax/1040 Portals are built on proven NetClient CS technology and allow you to post a read-only PDF copy of a client's completed 1040 tax return within a private and secure portal on your website. Once the return is available, the client can access and print it as many times as they need throughout the year (e.g., any time they need a copy for loan applications or mortgage refinance). You can even build a history of tax returns that your clients can access at any time.
• Web Client Organizer: With the Web Client Organizer, clients can access their organizer when it is convenient for them and complete information at their own pace, returning to their organizer as many times as they need to complete the information.

UltraTax CS State Programs:

• UltraTax CS offers state programs for all 1040, 1120, 1120S, 1065, and 1041 states, as well as a variety of state and local programs for other entities. UltraTax CS state programs are integrated to work with the federal UltraTax CS programs, reducing state tax return preparation to a few keystrokes -- and a few short minutes.
• UltraTax CS state programs automatically capture all appropriate federal data from the federal return and calculate the state tax results automatically. You enter data only once to complete both returns. By taking full advantage of the integration capabilities of CS Professional Suite applications, your can achieve maximum efficiency.
• Click here to access the forms and schedules available for a particular state.
  

Thomson Tax & Accounting products are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.

While our products may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve.

We recommend workstation class computers, which generally offer higher levels of performance than desktop models when running business applications.

For a complete listing of systems requirements for the CS Professional Suite, click here.

UltraTax CS Receives 5 Stars!

"UltraTax CS uses a comfortable, logically designed interface that is easy to follow, allowing users to move between data entry tasks and sections, as well as simplifying review processes."

--The CPA Technology Advisor, April/May 2006

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UltraTax CS Included in Accounting Today's "Top 100 Products"

UltraTax CS has been selected as one of Accounting Today's "Top 100 Products". In their 14th edition of the Top 100 Products, the Accounting Today's editorial staff selected "true product stars of technology in the accounting profession."

Seven CS Professional Suite products were named as Top 100 Products including Write-Up CS, Fixed Assets CS, Payroll CS, Financial Analysis CS, Practice CS, UltraTax CS, and Trial Balance CS.