Electronic Filing Dashboard at ultratax.com

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The Electronic Filing Dashboard at ultratax.com gives you a complete view of all your e-file clients and their current e-file status. Use the dashboard to see the status of returns filed by your firm, and quickly understand when you need to take action.
To access the Electronic Filing Dashboard from anywhere, on any device:
  1. Go to
    ultratax.com
    via your web browser.
  2. Sign in with your CS Web or Onvio login information.
note
  • If you can't sign in to view the Electronic Filing Dashboard, contact your CS Web administrator.
  • You need to have 1 of the following permission levels to access the Electronic Filing Dashboard outside of UltraTax CS.
    Web Only
    permissions won't authenticate the CS Web user.
    • Admin
    • Web & CS Professional Suite Desktop Software
    • Software Only
  • If the customer is part of multiple firms, UltraTax CS defaults to the 1st firm on the list. You currently can't switch between firms.
To open the dashboard from UltraTax CS:
  1. Select the
    Electronic Filing Dashboard
    link from the homepage.
  2. UltraTax.com opens in your default web browser.
  3. Select the
    Sign in
    button.

Tab views

Your tab views selections are automatically saved and available the next time you open the Electronic Filing Dashboard.
Created returns and extensions
Displays a list of all the created e-filed returns and extensions and their current e-file status.
Not accepted
Displays clients with e-files that aren't accepted or extended.
Extensions
Displays clients with e-filed extensions.
Rejected
Displays clients with rejected e-files.
Accepted
Displays clients with accepted e-files.

Other options

Export to Microsoft Excel
Select
Export to Microsoft Excel
to export the current focused or filtered data for the selected clients to Excel.
Search
You can search by client ID or client name.
View another firm
You can switch between multiple firms associated with your account. Select the
Firm - [ID number]
dropdown to view the data for another firm.

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