Return history

The UltraTax CS Return History portlet, available on the Client Dashboard, displays bar graphs for the current year and previous 5 years with the following information:
  • Total Income
  • Adjusted Gross Income
  • Total Adjustments
  • Deduction Taken
  • Taxable Income
  • Total Credits
  • Total Tax
  • Alternative Minimum Tax
  • Total Payments
  • Net Amount Due/-Refund
  • Effective Tax Rate
  • Tax Bracket