Usage Guides

Quick Reference Guides

• Recalling a Return in UltraTax
• Grouped Returns: Reports, Recycle Bin, & Settings
• K-1 Distribution - Firm Instructions
• SafeSend Returns Overview - Video
• Voucher Management

Processing & Assignments

• Processing the Return
• Adding a Watermark to the Client PDF files
• Adding Voucher Payments
• Adding Voucher Payments Manually
• Assignments Statuses
• Client Info Tab (Tax Return Processing)

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Reports (Delivered & Archived Returns)

• Reports Menu
• WebRTC Screen-Share: CPA Experience
• Action Icons (Delivered Returns Report)
• Delivered Return Statuses
• Download E-File Forms and Audit Page
• Generate an Access Code for Taxpayers

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Client Assistance

• Client Experience
• [Video] 1040 Client Experience
• [Video] Entity Client Experience with K1 Distribution
• 1040 Taxpayer Experience
• Client Experience: Returns on Mobile
• Grouped Returns: Managing Member Experience

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