What's new in UltraTax CS

Product Downloads

Security

Two-Factor Authentication no longer has e-mail as an option.
Master passwords must now contain at least 8 characters and 3 or more of the following:
An uppercase letter
A lowercase letter
A number
A special character
Passwords are now masked in
Setup
Client Communications
.
We've added more options to restrict access to Data Mining and Tax Automation.

Electronic filing dashboard

The Electronic Filing Dashboard now shows
Net Due/Refund
amounts.
You can now export the E-file Status Report to a PDF (in addition to Excel).

Printing

You can now print selected pages from the
Print Preview
window.
From the
Forms view
quick-access menu you can now print:
Two Year Comparison for the current return you're in, or for the client's federal and all state/local returns attached to the client.
Diagnostics for federal and all attached state/local returns.

Onvio integration

If licensed, an Onvio Documents icon is now available on the UltraTax CS toolbar.
When a client’s tax return is open, this will launch Onvio to the specific client.
When a document is open, it will launch Onvio to that specific document.
A
Web - Print Only
option is now available in
Setup
Client Communications
for
Organizer Delivery Method
. This lets you send PDF organizer copies to Onvio client documents instead of preparer documents.
You can send an eSignature to Onvio without adding the tax return. Go to
Setup
Office Configuration
eSignature
tab. When you select this option, you can send the eSignature package without enabling Client Center and creating a web tax return.

SafeSend integration

You now activate SafeSend integration in
Setup
System Configuration
SurePrep & SafeSend Integrations
tab. In this window you can also:
Choose to automatically deliver a client copy of the return to SafeSend when you print.
Choose to automatically queue e-files to transmit once the SafeSend signature is completed.
note
You'll need to create the e-file and client copy for SafeSend at the same time for this to work.

You can now create Organizers in a PDF format that works with SafeSend's requirements.
Before, you had to manually adjust collations and other settings each time you wanted to send an Organizer to SafeSend, then revert back to your normal settings.
Now, when you select
SafeSend
in
Setup
Client Communications
or
File
Print Organizers
PDF to file
it will automatically apply the required settings without altering your default UltraTax CS configurations.

SurePrep integration

You now activate SurePrep integration in
Setup
System Configuration
SurePrep & SafeSend Integrations
tab.
SurePrep users no longer need to manage API keys as part of UltraTax CS integration.
All SurePrep users need to complete the new integration setup in 2025, even if you previously enabled integration in a prior year version of UltraTax CS.
Prior years of UltraTax CS will continue to utilize API keys previously configured, therefore no additional action is needed in 2024 UltraTax or earlier.
You can print PDF client copies of the return to SurePrep in
File
Print Returns
.
If you're licensed for 1040SCAN, you'll have a new
Tax Automation
button in the UltraTax CS toolbar. With this you can:
Create a 1040SCAN binder with the correct entity and tax solution selected, and add documents to that binder.
Verify data using the web-based Review Wizard.
Automatically import extracted data.
Additive will extract K-1 information into a spreadsheet specifically formatted for 1040SCAN.

Protection Plus integration

Protection Plus enrollment status is automatically verified.
Activate integration and check enrollment status in
Setup
Office Configuration
E-filing
tab.

Depreciation

Bonus Depreciation is now 100%. Elections for 40% and 0% are still available.
States will accommodate decoupling modifications. Make sure to watch for CS Connect updates as state agencies begin to release information.
The
Date in service
is now in YYYY format.
The asset module now has depreciation limits for passenger automobiles placed in service in 2025 for California.

Electronic Payments

Additional business forms will update to allow for EFW.
Organizers and input screens will update, where applicable, to reflect available payment and refund options.
1040 Filing instructions will update to adjust this change.
important
Because of major changes to filing instruction wording, certain filing instructions with payment or refund language won't be available to proforma from 2024 UltraTax CS.

1040

Automatic changes (no data entry needed):
New Senior Deduction
Increased Child Tax Credit
A new State and Local Tax (SALT) limitation worksheet calculates automatically, when applicable. It takes into account the new thresholds and limitations.
Client Analysis diagnostics now include OBBBA provisions.
The
W2
screen:
Has
Qualified Tips
and
Qualified Overtime
in Box
12
and the Salary and Wage report has this detail.
Has a field for the
Treasury Tipped Occupation Code (TTOC)
in Box
14
. Note the requirement to report TTOC is for the 2026 tax year. You can enter it in 2025, if known, so it's available for tax year 2026 and help identify clients with qualifying tips.
The
1099K
,
1099M
, and
1099NEC
screens now accommodate TTOC.
The
OthAdj
screen now includes other "above the line" deductions reported on Schedule 1-A:
Qualified new car loan interest
Qualified Tips Deduction
Qualified Overtime Deduction
The
B&D
screen now accommodates digital assets:
Capital Gains
Schedule for Detail
has letter codes matching Form 8949 instructions.
Source Data Entry now supports Form 1099-DA
The following are new forms (which you can also e-file):
7207 Advanced Manufacturing Production Credit
7217 Partner's Report of Property Distributed by a Partnership
7218 Clean Fuel Production Credit
You can now e-file the following forms:
8802 Application for US Residency Certification
8621 updated to allow multiple units of Page 3

1120

The following are new forms:
1120S: New 2-Year Comparison for Shareholder Basis
1120 Ohio: IT-4738 Support for Fiscal-Year filers
You can now e-file the following:
1120 Arizona: Support for Arizona 120X e-file
1120 Oregon: Support for EFW for Portland and Metro Estimates
1120 Virginia: Support for EFW for Estimates (Form 500ES) and Extension (Form 500CP)

1065

The following are new forms:
8082 Notice of Inconsistent Treatment or Administrative Adjustment Request
8985 Pass-Through Statement—Transmittal/Partnership Adjustment tracking Report
8986 Partner's Share of Adjustment(s) to Partnership-Related Item(s)
1065 Iowa: Form 2220 (updated to a calculating form), 128, and 128S
You can now e-file the following:
1065 Iowa: Forms 128 and 128S
1065 Indiana: EFW Support for Estimates
1065 Kansas: EFW Support for Estimates
1065 Oklahoma: EFW Support for Estimates

1041

You can now e-file the following:
1041 Iowa: E-file Estimates and Extension (for both main and composite returns)
1041 Michigan: Direct deposit
1041 New Hampshire: Direct deposit
1041 Ohio: E-file Estimates; Direct deposit
1041 South Carolina: E-file Estimates; Direct Deposit

Other return types

New and Revised 706 Federal Schedules.
New Federal Form 709-NA
990 Federal: Direct deposit added