Tax Code Diagrams guide

UltraTax CS transfers related account balances from the following sources:
  • Accounting CS or Workpapers CS
  • CaseWare Working Papers
  • Accountant's Relief
  • Client Ledger System
  • Universal Business Computing Company
The UltraTax CS CS Tax Code Diagrams guide shows the tax code number assignments for these transfers. The Tax Code Diagrams are in PDF format. You can view or print them using Adobe's Acrobat Reader.
UltraTax CS only imports certain return types from other applications. For example, you can import data from Accounting CS for 1120, 1065, 1040, 1041, 990, and 5500 returns. If you use the Client Ledger System, you can only import data for 1120 and 1065 returns.
  • For a list of other guides you can view, open the UltraTax homepage. Select
    Products
    ,
    1040
    ,
    Federal
    ,
    Product guides
    .
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