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Legal
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Tax & Accounting
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Checkpoint Edge
A powerful tax and accounting research tool. Get more accurate and efficient results with the power of AI, cognitive computing, and machine learning.
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UltraTax CS
Provides a full line of federal, state, and local programs. Save time with tax planning, preparation, and compliance.
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SurePrep 1040SCAN
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Trade & Supply
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Indirect Tax
Automate sales and use tax, GST, and VAT compliance. Consolidate multiple country-specific spreadsheets into a single, customizable solution and improve tax filing and return accuracy.
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Risk & Fraud
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CLEAR
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News & Media
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Reuters.com Platform
Reuters.com provides readers with a rich, immersive multimedia experience when accessing the latest fast-moving global news and in-depth reporting.
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Books
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Shop tax customer favorites
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CS Connect Background Services
You can use CS Connect Background Services to keep your UltraTax CS (including Source Data Entry and Bar Code Scan) updated. In addition, you can determine who has access to CS Connect Background Services.
To change CS Connect Background Services options, select
Setup
, System Configuration
, then select the CS Connect
tab.note
- The options you set for CS Connect Background Services affect FileCabinet CS, Fixed Assets CS, and UltraTax CS.
- A domain user account must be logged into the network on the computer that is running CS Connect Background Services, and must have local permissions to update UltraTax CS.
- Electronic filing acknowledgments are no longer available for download through CS Connect Background Services.
Updates
By default, the
Enable CS Connect Background Services
checkbox is marked to Apply updates automatically as each user's processing permits (recommended)
. However, you can choose to apply updates at a specified time.note
- Updates will apply so long as you are not actively working in the application that needs to be updated. For example, if you are processing a 1040 Alabama return, then any 1040 Alabama updates won’t apply until you close that return, and close and reopen UltraTax CS.
- If there are pending updates that impact the open return, “Updates” will appear at the end of the form list.
- To retrieve and update licenses from our safe data centers via CS Connect, you must set theRetrieve licensesswitch toYes, then select theConnectbutton.
Access to CS Connect Background Services
By default, all computers on the network are enabled to run background services. To limit this option to only the computer you are using, select
Setup
, System Configuration
, CS Connect
tab, then select the Only this computer
option.