
Vertex
Tax compliance built for global business with powerful automation and continuous compliance.
Professional tax compliance software for accounting firms of all sizes.

UltraTax CS is a professional tax compliance software designed for accounting firms, ranging from small practices to large enterprises. It offers a comprehensive suite of tools for preparing and filing individual, corporate, partnership, and estate taxes. The software automates many aspects of the tax preparation process, including data entry, calculations, and form completion, thereby reducing errors and improving efficiency. UltraTax CS integrates with other Thomson Reuters products like Practice CS and Accounting CS for seamless workflow management. It uses a client-server architecture, allowing multiple users to access and work on tax returns simultaneously. Its value proposition lies in streamlining tax preparation, enhancing accuracy, and ensuring compliance with the latest tax laws. Use cases include preparing complex tax returns, managing client data, and e-filing tax documents.
UltraTax CS is a professional tax compliance software designed for accounting firms, ranging from small practices to large enterprises.
Explore all tools that specialize in input client information. This domain focus ensures UltraTax CS delivers optimized results for this specific requirement.
Explore all tools that specialize in calculate tax liabilities. This domain focus ensures UltraTax CS delivers optimized results for this specific requirement.
Explore all tools that specialize in automatically populate forms. This domain focus ensures UltraTax CS delivers optimized results for this specific requirement.
Explore all tools that specialize in review completed forms. This domain focus ensures UltraTax CS delivers optimized results for this specific requirement.
Explore all tools that specialize in submit returns electronically. This domain focus ensures UltraTax CS delivers optimized results for this specific requirement.
Explore all tools that specialize in track filing deadlines. This domain focus ensures UltraTax CS delivers optimized results for this specific requirement.
UltraTax CS can automatically import data from various sources, including bank statements, brokerage reports, and accounting software, eliminating manual data entry.
The software automatically updates with the latest tax laws and regulations, ensuring compliance and accuracy.
UltraTax CS includes diagnostic tools that identify potential errors and inconsistencies in tax returns.
The software integrates with the IRS e-filing system, allowing users to electronically file tax returns directly from the software.
UltraTax CS offers tax planning tools that allow users to project future tax liabilities and develop tax-saving strategies.
Seamless integration with Fixed Assets CS for managing depreciation calculations and asset tracking, ensuring accurate reporting.
Install UltraTax CS on a compatible Windows operating system.
Configure the software with your firm's information and tax preparer details.
Import client data from previous years or integrate with other Thomson Reuters products.
Customize tax return templates and settings to match your firm's workflow.
Complete the initial tax return setup by selecting the appropriate tax year and entity type.
Utilize the built-in help resources and training materials to learn about specific features and functionalities.
Test the software with sample tax returns to ensure accurate calculations and form completion.
All Set
Ready to go
Verified feedback from other users.
"Users praise UltraTax CS for its comprehensive features, accuracy, and integration capabilities, although some find the interface complex."
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Tax compliance built for global business with powerful automation and continuous compliance.