1 / 13

Getting Started with UltraTax CS

Join this class specifically designed for new users or new staff to UltraTax CS and learn the basics of data entry, navigation, and helpful tips and tricks. Understand how to eliminate confusion and efficiently use UltraTax CS with the help menu.

rosal
Download Presentation

Getting Started with UltraTax CS

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Leading firms through the next generation of change™

  2. December 3rd Getting Started with UltraTax CS Amy McCartyEducation Services RootWorks.com

  3. Objectives This class is specifically designed for NEW users or NEW staff to UltraTax CS.  This class you will learn the following: • Basic Data Entry • Understanding how UltraTax is designed to eliminate confusion on “where to find” things • Tips and Tricks that are useful in day to day use of UltraTax • Understand how to navigate and use the Help Menu RootWorks.com

  4. Agenda • Home Page • Design/Navigation • Basic Data Entry • Tips and Tricks • Using Help/Resources RootWorks.com

  5. Home Page • Alerts • Product News • Client Profiles • Product Releases • Product Information • Help, Support & Ideas RootWorks.com

  6. Design/Navigation • Input/Form linking • Viewing prior year data • Navigating forms • Viewing Client Profile data • Working on multiple clients RootWorks.com

  7. Basic Data Entry • Statements • State Use fields • Multi-unit screens • Activities • Assets • State data entry • Shareholders/Partners/Beneficiaries • Previewing/Printing RootWorks.com

  8. Tips and Tricks • Diagnostics • Notes • Display Settings RootWorks.com

  9. Using Help/Resources • F1 • Tax Subject Index • Form Instructions RootWorks.com

  10. Questions? RootWorks.com

  11. Objectives This class is specifically designed for NEW users or NEW staff to UltraTax CS.  This class you will learn the following: • Basic Data Entry • Understanding how UltraTax is designed to eliminate confusion on “where to find” things • Tips and Tricks that are useful in day to day use of UltraTax • Understand how to navigate and use the Help Menu RootWorks.com

  12. Thank you for attending! (email coaching@rootworks.com with any questions) RootWorks.com

  13. Leading firms through the next generation of change™

More Related