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2023 POSTCONVERSION GUIDE ProSeries 1065 to UltraTax CS We appreciate your decision to use UltraTax/1065. This document provides instructions and review suggestions for your data converted from ProSeries
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Log into your UltraTax account.
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Navigate to the Hosting section in the settings.
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UltraTax hosting a smart is a cloud-based solution for tax professionals that allows users to access UltraTax software and related services remotely, facilitating efficient tax preparation and management.
Tax professionals and firms who utilize UltraTax software for preparing and filing tax returns are required to use UltraTax hosting for better collaboration and efficiency.
To fill out UltraTax hosting a smart, users need to log in to the cloud platform, select the appropriate tax return form, and input the required information following the software's guidance for each field.
The purpose of UltraTax hosting a smart is to provide tax professionals with a secure, flexible, and efficient platform for preparing taxes, enhancing collaboration among team members, and ensuring data accessibility.
Users must report all relevant financial data, taxpayer identification details, income, deductions, credits, and any other information necessary for accurate tax return preparation on UltraTax hosting.
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