Determine where to enter data

As you enter data, you can use the Tax Subject Index (TSI) to do any of the following:
  • Determine the input screen to enter data for a specific subject area or form.
  • Find a particular input screen.
  • Get a list of available forms.
  • Get form instructions.
  1. In UltraTax CS, open a client return.
  2. Use the
    Find input for
    field in the toolbar to search for a screen, keyword, or form. Alternatively, select the
    Tax Subject Index
    icon  .
  3. To go to a data entry location, select an item from the list, then
    Go To
    .
  4. To go to a form, select the
    Forms
    option for a list of available forms. Search isn't available for this list.
  5. To go to form instructions, select the
    Web Form Instructions
    option to open the IRS website.

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