Set up Tax Protection Plus

Enroll in Tax Protection Plus to provide audit defense and notice response services for your individual and business clients.
Tax Protection Plus is available with UltraTax CS. Protection Plus will handle all IRS and State notices up to and including tax audits for your individual and business clients.

When you register for Protection Plus:

  • You outsource audit defense and notice response to a team of specialists.
  • Choose protection for Individual returns only or Individual and Business returns.
  • Automatically enroll clients when you file tax returns.
  • Protection Plus handles enrollment and billing.

Cost and availability

Tax Protection Plus is $10 per the following individual returns:
  • Form 1040, U.S. Individual Income Tax Return
  • Form 1040SR, U.S. Tax Return for Seniors
  • Form 1040NR, U.S. Nonresident Alien Income Tax Return
  • Form 1040PR, Puerto Rico Tax Return
Tax Protection Plus coverage is $75 per the following business returns:
  • Form 1065, U.S. Return of Partnership Income
  • Form 1120, U.S. Corporation Income Tax Return
  • Form 1120-S, U.S. Income Tax Return for an S Corporation
  • Form 1120-H, U.S. Income Tax Return for Homeowners Associations
Returns that don't qualify for coverage:
  • Form 1040SS, U.S. Self-Employment Tax Return
  • Form 1120-C, U.S. Income Tax Return for Cooperative Associations
  • Form 1120-F, U.S. Income Tax Return of a Foreign Corporation
  • Form 1120-IC-DISC, Interest Charge Domestic International Sales Corporation Return
  • Form 1120-PC, U.S. Property and Casualty Insurance Company Income Tax Return
  • Form 1120-POL, U.S. Income Tax Return for Certain Political Organizations
  • Form 1120-REIT, U.S. Income Tax Return for Real Estate Investment Trusts
  • Form 1120-SF, U.S. Income Tax Return for Settlement Funds
  • FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR)

Enroll and set up UltraTax CS

To register for Protection Plus, call 866.942.8348 or go to their UltraTax registration web page. You'll need an Electronic Filing Identification Number (EFIN) to enroll.
With UltraTax 2025, you no longer need to elect or validate your enrollment manually with Protection Plus.
The enrollment state and status will now be validated automatically when opening UltraTax or selecting
Protection Plus
in the
Setup
Office Configuration
E-Filing
tab.
note
Following initial enrollment with Protection Plus, you must wait 24 hours to see enrollment status and coverage information inside UltraTax.
Once you're enrolled in Protection Plus Audit Assistance, Thomson Reuters gives a count of qualifying tax returns to Protection Plus. Protection Plus uses that count to reconcile charges to the EFIN holder enrolled in the Audit Assistance program.
Contact Protection Plus if you have questions about charges for covered returns. Visit their Contact Us web page or call 866.942.8348.

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