Release information

The release date for UltraTax CS 2025 is November 18, 2025.
Many of the forms in the 1st release are preliminary, or prior-year versions, and will likely change. Federal calculations haven't been fully tested. We recommend you only proforma and create client organizers on this version. You can track form statuses in more detail on the Forms approval status page.
States start to release in late December and throughout January 2026.
Data mining is typically in the 2025.3.0 update around early to mid-February.

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