This article applies to:

Set up UltraTax CS and CoCounsel integration

Integrate CoCounsel with UltraTax CS to send tax returns directly from the

Print returns

window.

note

This feature is coming soon. Monitor Product News
in the application for a release announcement.

You need administrator permissions in CoCounsel to access Integrations
and connect UltraTax CS.

After you configure the integration, you can send tax returns to CoCounsel from the Print returns
window.

In CoCounsel:

Select Account
, then Organizational Settings
.

On the Integrations
tab, within Available integrations
, select Configure
for UltraTax CS.

Select Connect
.

In UltraTax CS:

Select Setup
, then System Configuration
.

On the CoCounsel
tab, select Enable CoCounsel Integration
.

Select OK
.

Your UltraTax CS and CoCounsel accounts are now connected. You can send tax returns to CoCounsel directly from the Print returns
window.