✓ Use when
For tax return preparation in public accounting firms. Essential for firms with >50 business returns annually.
✗ Avoid when
For tax provision work (use OneSource), tax planning (use different tools), or if you're a sole proprietor (use ProSeries or Lacerte).
What is Thomson Reuters UltraTax CS?
UltraTax CS is the leading tax compliance software for CPA firms, offering comprehensive federal and state tax return preparation with integrated research and workflow management.
Key features
✓All entity types (1040, 1120, 1065, 1041, etc.)
✓Federal & 50-state returns
✓E-file integration
✓Diagnostic review tools
✓Automated carryover from prior year
✓Multi-user collaboration
Integrations
Checkpoint ResearchGoFileRoomFileCabinet CS
Third-party ratings
G2
4.1· 234 reviews
Capterra
4.3· 189 reviews
💰 Real-world pricing
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