Tax Software Survey: UltraTax CS

Click here for a PDF of detailed survey responses for UltraTax CS.

Tax program name UltraTax CS
Vendor name Thomson Reuters


E-mail address

Web site

Price on Federal 1040


Is this an increase from last year? By how much?

Yes, $50
Renewal price


State price $325 - $375
State renewal price Same as above
Pay-per-return pricing $175 for PRP license
Additional cost for E-filed returns Included at no additional cost
Online version? Cost? Yes, call for pricing

800-968-0600, press 2,4. Online Knowledgebase, weekly e-mail updates during tax season.

Toll-free telephone

800-968-0600, press 2, 4



January 2 - April 10: 9:00 a.m. - 10:00 p.m.

April 13 - April 15: 9:00 a.m. - 12:00 a.m.

April 16 - September 4: 9:00 a.m. - 8:00 p.m.

September 8 - September 15: 9:00 a.m. - 9:00 p.m.

September 16 - October 9: 9:00 a.m. - 8:00 p.m.

October 12 - October 15: 9:00 a.m. - 9:00 p.m.

October 16 - December 31: 9:00 a.m. - 8:00 p.m.*



January 3 - February 28: 9:00 a.m. - 6:00 p.m.

March 7, 14: 9:00 a.m. - 8:00 p.m.

March 21, 28: 9:00 a.m. - 6:00 p.m.

April 4, 11: 9:00 a.m. - 8:00 p.m.

April 18: 10:00 a.m. - 4:00 p.m. (e-filing only)

September 12: 9:00 a.m. - 6:00 p.m.

October 10: 9:00 a.m. - 6:00 p.m.



March 1 – 15: 10:00 a.m. - 6:00 p.m.

April 5, 12: 10:00 a.m. - 6:00 p.m.

September 13: 10:00 a.m. - 6:00 p.m.

October 11: 10:00 a.m. - 6:00 p.m.


Support Closures

January 1: New Year’s Day

May 25: Memorial Day

July 3: Independence Day observed

September 7: Labor Day

November 26: Thanksgiving

November 27: Day after Thanksgiving

December 25: Christmas

E-mail support? Yes
IM/chat? No
Other? Please specify n/a
Do you offer organizers? Yes
Client letters Yes
Client portals Yes
Does your software integrate with other products?
Which ones?
Yes - Write-Up CS®, Fixed Assets CS®, Trial Balance CS™, Payroll CS®, Engagement CS®, Practice CS®, FileCabinet CS™,  Planner CS®, NetClient CS®, Toolbox CS®, Planner CS®, GoFileRoom®, Virtual Office CS™, and Checkpoint®
New features added to your software for this year

The addition of a Firm/Office tab to the UltraTax CS Homepage providing metrics such as who is currently working in UltraTax CS, the number of each type of return prepared (Form 1040, Form 1120, etc.) in the current year system as compared to the number prepared in prior-year UltraTax CS systems, a preparer summary report displaying the number and types of returns completed by each preparer in the office, etc.


For our tax return client portal, the capability to seamlessly and in one pass automatically populate the client portal with both the completed tax return and copies of the scanned client source documents (W2, 1099, etc.).


For the federal 1040 and all 1040 states, the ability to compare the prior-year calculated tax projection worksheet with the current-year calculated tax return.


Year-end tax planning and what’s new for 2016

Practitioners need to consider several tax planning opportunities to review with their clients before the end of the year. This report offers strategies for individuals and businesses, as well as recent federal tax law changes affecting this year’s tax returns.


News quiz: Retirement planning, tax practice, and fraud risk

Recent reports focused on a survey that gauges the worries about retirement among CPA financial planners’ clients, a suit that affects tax practitioners, and a guide that offers advice on fraud risk. See how much you know with this short quiz.


Bolster your data defenses

As you weather the dog days of summer, it’s a good time to make sure your cybersecurity structure can stand up to the heat of external and internal threats. Here are six steps to help shore up your systems.