Remote-access Guide

ultratax remote access

by Madilyn Casper Published 2 years ago Updated 1 year ago
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How do I set up ultratax CS on my computer?

UltraTax CS: Workstation setup (desktop setup) 1 Close all open programs, including non-CS applications. 2 Open the Windows Explorer and navigate to X:\WinCSI\UTYY\Desktop, where X represents the drive on which UltraTax CS is installed and YY represents the year of the program. 3 Right-click on the Setup.exe and choose Run as administrator.

What is ultratax professional tax software?

This professional tax software powers your entire individual tax workflow and delivers timesaving tools you will need to grow your business. 1 user access to the UltraTax CS platform. Up to 100 individual 1040 federal tax returns. Corresponding state returns for up to 10 unique states, at no additional charge.

How many tax returns can I view with ultratax CS?

1 user access to the UltraTax CS platform. Up to 100 individual 1040 federal tax returns. Corresponding state returns for up to 10 unique states, at no additional charge. Multiple monitor flexibility to view inputs, forms, prior year inputs, diagnostics, and more on up to four separate monitors — all at once.

How do I uninstall ultratax CS professional suite®?

CS Professional Suite® 1 Close all open programs, including non-CS applications. 2 Open the Windows Explorer and navigate to X:\WinCSI\UTYY\Desktop, where X represents the drive on which UltraTax CS is installed and YY represents the year of the program. 3 Right-click on the Setup.exe and choose Run as administrator.

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Is UltraTax web based?

Cloud-based accounting software that includes document management, time and billing, and online client portals.

What is UltraTax used for?

UltraTax CS is a cloud-based professional tax software designed to help tax preparers automate corporate tax workflows and streamline document management. It offers multi-monitor flexibility, allowing businesses to view forms, input, diagnostics, prior year input, and more on up to 4 separate monitors at the same time.

What is Virtual Office CS?

Thomson Reuters Virtual Office CS is a cloud-based environment that lets you do your tax and accounting work from home. Run our full line of CS Professional Suite programs and select Microsoft® products, without worrying about IT hassles or interruptions.

How do I add a user to UltraTax?

Choose Setup > Security, enter the master password, and click the Users tab. Complete one of the following tasks. If you are adding permissions for users before they open UltraTax CS, click the Add User button, enter a user ID, and mark the checkboxes for the groups to which you want to assign the user.

Is UltraTax better than Lacerte?

Reviewers felt that Lacerte meets the needs of their business better than UltraTax CS. When comparing quality of ongoing product support, reviewers felt that Lacerte is the preferred option. For feature updates and roadmaps, our reviewers preferred the direction of Lacerte over UltraTax CS.

How do I run a diagnostic in UltraTax?

To correct this, try enabling monitor 2 by going to Window > Display Settings, mark to display the Diagnostics on your other monitor, click OK. Once you see the diagnostics window on the other monitor, go back to Window > Display Settings and change to display your diagnostics window on your main monitor and click OK.

What is a PRP code?

Per-Return Pricing (PRP) codes are part of the payment process for Per-Return Pricing. If you want to learn more about the licensing and billing for Per-Return Pricing, visit Per-Return Pricing licenses and billing.

What is NetStaff CS account?

Staff portals provide instant access to applications, documents, and other information. NetStaff CS is convenient and secure. You can access NetStaff CS from any location that has internet access. Portals are password protected, so only you can access your portal and the information it contains.

Is Thomson Reuters virtual office down?

Thomsonreuters.com is UP and reachable by us.

Does GruntWorx work with UltraTax?

Proforma collection will begin TIP: The GruntWorx Agent will access the client tax file in UltraTax to retrieve the client's proforma info and submit the job to GruntWorx IMPORTANT: If the GruntWorx Agent does not find the client SSN/s, the user will be asked to browse to a different data path.

How do I change my client ID in UltraTax?

After you select the client you want to rename and click the Rename button, UltraTax CS opens a dialog in which you can enter the client's new ID. To open this dialog, choose File > Rename. Note: If a client is open, that client's name is automatically highlighted in the list.

How do I log into Thomson Reuters?

Sign In or Register Now Please enter your email address to continue -- this information is used to identify existing accounts or start the OnePass registration process.

What is CCH tax software?

CCH ProSystem fx Tax is an industry-recognized tax prep and compliance system, and acts the cornerstone of the CCH® ProSystem fx® Suite — a robust set of integrated tax, accounting and audit, and workflow solutions that lets public accounting firms of all sizes maximize productivity and profits.

What does accounting Cs stand for?

CS. Cost Sharing + 1. Cost, Sharing, Projection.

What is Onvio tax?

Onvio Tax is where you process tax returns for your firm's clients. Click the application menu button. and select Onvio Tax, then open a tax return project and use the following tabs to enter data, review amounts, and file the return.

How do I enter a fixed asset in UltraTax?

Entering asset data for UltraTax CS personal property tax (PPT)...For a single asset, double-click an asset and select a situs from the Situs field at the top of the Asset Detail dialog.For multiple assets, choose Edit > Reassign assets to reassign multiple assets to the appropriate situs.More items...

What is Ultratax CS?

UltraTax CS on the Cloud is the perfect solution for automating tax and accounting professionals’ tax preparation processes. Experience increased performance through our cloud computing network.

How long is Ultratax CS backup?

At Verito, we provide a 30-day rolling backup of UltraTax CS software data to all our clients.

Why is tax data security important?

Tax data security is vitally important for tax and accounting professionals and requires complete protection from any disruptive event. We ensure your data and application safety using Disaster Recovery and Business Continuity methods.

Can you use Ultratax CS for tax preparation?

Tax professionals invest a lot of their time and effort in menial tasks, like duplicating entries manually. With UltraTax CS hosting, you can eliminate redundant tasks at work. Several tax preparers can access cloud-hosted UltraTax CS and update entries in real-time, making file management more effortless.

Can you use Ultratax CS on local devices?

Tax professionals often face issues when using UltraTax CS software on local devices. The demand for computing resources increases during tax season. Increasing local resources is both time-consuming and expensive. With UltraTax hosting, you can quickly scale the cloud server resources up or down based on changing needs. Contact us now to discuss your cloud hosting needs.

Can you access your tax data from anywhere?

One popular solution to such problems is UltraTax CS hosting, which allows you to access your tax data from anywhere using a smart device.

Does Ultratax CS have a hosting plan?

It depends on the UltraTax pricing plan you select for your business -specific needs. With UltraTax CS hosting, you save on the expenses you would otherwise need for local IT infrastructure installation and maintenance.

How many users can access Ultratax CS?

1 user access to the UltraTax CS platform.

What is Thomson Reuters Ultratax CS Express 100?

Looking for a robust, time-saving tax software at a price you can afford? Thomson Reuters UltraTax CS Express 100 provides the value of our award-winning UltraTax CS platform, but is packaged specifically for tax practitioners who do a mix of federal and state returns for individuals and businesses. This professional tax software powers your entire individual tax workflow and delivers timesaving tools you will need to grow your business.

What is batch oriented payroll software?

Batch-oriented, fully-automated software that processes your client’s payroll faster and more accurately.

What is Thomson Reuters CS?

Thomson Reuters CS Professional Suite is the most comprehensive line of integrated software and services available to tax and accounting professionals. Whether you’re a sole proprietor or a large accounting firm, it delivers everything you need to run your operations. Every piece of software is designed to work seamlessly together as one system, sharing data and processes across your workflow. Choose a few offerings or the entire package — you’ll see the difference CS Professional Suite makes in your firm’s productivity and profitability.

What is client portal?

Client portals that offer your clients 24/7 online access to your services.

What is tax professional?

The tax professionals are responsible for handling critical data concerning the private and confidential information of the clients. Hence, it is preferred to host the tax-related process in a private environment.

Is Ultratax a trademark?

UltraTax® is a registered trademark of Thomson Reuters.

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