UltraTax

Question 1

Ultra Tax

Answer 1

Allows Tax Preparers to prepare more returns across, Fed,State, and Local Jurisdictions the most efficient way possible, including Tangible Personal Property Tax returns for 14 states.

Question 2

UltraTax Cont.

Answer 2

Strong
integration with other CS Professional Suite applications provides a more
complete solution for workflow, billing, and import of data from a complete
accounting system – something which can generate completed business tax
returns in as little as 15 minutes.

Question 3

Selling point #1 UltraTax

Answer 3

UltraTax CS is one of (if not the) most comprehensive professional tax systems
available today: UltraTax CS supports more distinct filings, forms, and e-file
systems than just about any other product on the market, and historically has
been the most timely in getting ready-to-file versions of return systems to
market without unnecessary delay. By additionally supporting separate filings
like PPT returns, LLC annual reports, etc., there’s a high likelihood that UltraTax
CS can eliminate one or more forms that a firm might be completing “manually”
today

Question 4

Selling point #2 UltraTax

Answer 4

The combination of true Multiple Monitor Functionality and the industry’s most
robust collection of diagnostics make for the most comprehensive, speedy, and
error-free preparation and review process available in the market today

Question 5

Selling point #3 UltraTax

Answer 5

Data sharing provides the most automatic way available to share data between
tax returns, sharing both demographic data (only available in UltraTax CS) and
K-1 data based solely on client tax ID numbers (SSN/EIN)

Question 6

Top Competitors UltraTax

Answer 6

CCH ProSystem fx Tax, CCH Axcess Tax, Intuit Lacerte Tax,

• Intuit Tax Online Accountant, Intuit ProSeries