Installing and getting started with 2019 UltraTax CS
The objective of this course is to provide tools and resources to improve the installation process for UltraTax CS, the timing and best practices for the proforma of information from the prior year of UltraTax CS, and the flexibility provided for the delivery and retrieval of 1040 organizer information.
Designed for new and existing users with a working knowledge of UltraTax CS. This course highlights the steps needed to have a successful start to the 2019 tax season. There are no prerequisites necessary. A high-speed Internet connection is required for this course.
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- Review our best practices to ensure a successful UltraTax CS installation
- Understand how to simplify and optimize the proforma process
- Gain an understanding of the flexibility UltraTax CS provides for delivering organizers to your clients