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This article applies to:

  • Product: Account management,UltraTax CS
  • Subject: Licensing

Manage your UltraTax CS renewal

UltraTax CS renews automatically each year. We offer a variety of tools and resources you can use to make sure that your products and licenses still fit your firm's needs.
You can make changes to your renewal as soon as the renewal period opens in mid November.

Yearly returns

The Client Totals report in UltraTax CS shows how many returns you've processed so far this year. Use the following steps to view your Client Totals report.
note
Keep this report on hand when reviewing your renewal for the next year. It will help you determine if a PRP or unlimited license is best for you.
  1. Go to your most recent year of UltraTax CS and select
    Utilities
     then
    Client Listing Reports
    .
  2. Select
    Client Totals
    .
  3. Select
    Continue
    .
  4. Go to
    Select Clients for Report
     and verify that you've marked all entity checkboxes in the Focus Group section.
  5. Go to
    Preparer/reviewer/staff
     and select
    All Preparers
    .
  6. Go to
    Fiscal year end
     and select
    All Months
    .
  7. Select
    Select All
    .
  8. Select
    Preview
    ,
    Print
    , or
    Export
    .
    note
    If you have a license for FileCabinet CS, you can select
    To Cabinet
     to send the report to that application.

Breakeven point

The breakeven point is the point when it's cheaper to purchase an unlimited license instead of paying per return (PRP).
To find the breakeven point, divide the total number of transactions against the cost of the license. Or go to
My Account
 then to the PRP/ELF reports section to view the Breakeven report.

Changes to my business

It's best to keep potential business changes like a mergers, staff retirement, or an increase in business in mind when considering your UltraTax CS renewal.
  • If business changes happen after you've paid your yearly UltraTax CS renewal, you can make changes until November 15 of that fiscal year.
  • If you need to add or remove products before the automatic renewal, process the renewal before the renewal date. We won't bill you twice.

Finance your renewal

You can finance it through February 23 of the following year if you need to pay for UltraTax CS over a period of time.

Unenroll from automatic renewals

If you need to add or remove your account from automatic renewals, you can do it online.
  1. Go to My Account and select
    Automatic Renewals
     under My Products.
  2. Unmark the checkbox for the product you want to unenroll from automatic renewals.
  3. Select
    Update Renewal Subscriptions
     to save your changes.