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
