Usage Guides

Quick Reference Guides

• Processing Returns - The Basics
• Recalling a Return in UltraTax
• SSR - Best Practices Guide
• K-1 Distribution

Processing & Assignments

• Processing the Return
• Action Icons (Assignments)
• Adding a Watermark to the Client PDF files
• Adding Voucher Payments
• Adding Voucher Payments Manually
• Assignments Statuses

See all 14 articles

Reports (Delivered & Archived Returns)

• Return Reporting
• Action Icons (Delivered Returns Report)
• Download E-File Forms and Audit Page
• Generate an Access Code for a Client
• My Downloads
• Reminder Management

See all 9 articles

Client Assistance

• Client Experience
• [Video] 1040 Client Experience
• [Video] Entity Client Experience with K1 Distribution
• Client Experience: Returns on Mobile
• K-1 Email Notification Instructions
• K-1 Recipient Experience

See all 8 articles

System Administration

• Transaction History
• K1 Distribution Setting
• Adding Custom Authorities
• Custom Column Setup & Usage
• Signature Stamp Guide

SafeSend Integrations

• UltraTax CS Integration with SafeSend Returns
• TaxCaddy & SafeSend Returns Integration Video
• TaxCaddy & SafeSend Returns Taxpayer Video
• Setting up TaxCaddy and SafeSend Returns Handshake
• Sending a Tax Return with TaxCaddy integration