UltraTax CS
UltraTax CS: A broad tax suite for firms handling complex federal, state, local, and multistate returns. Ranked #3 of 36 in Tax Preparation Software by our editors (9.0/10); pricing: Pricing on request; best for established firms with complex multistate returns.
At a glance
- Editor score9.0 / 10
- PricingPricing on request
- Best forEstablished firms with complex multistate returns
- Filer typesBoth
- Facts checked20 Sep 2026
Where it wins
- Supports individual, business, fiduciary, federal, state, and local returns
- Multistate allocation, apportionment, diagnostics, and missing-data checklists
- Connects with CS Professional Suite and tax workflow tools
Where it doesn't
- Custom pricing makes budget comparisons less straightforward
- Its broad feature set may exceed the needs of simpler practices
- Supports web and Windows platforms, limiting platform choice
Our verdict on UltraTax CS
UltraTax CS is professional tax preparation software for accounting firms and tax preparers managing a wide range of returns. It supports federal, state, and local preparation for individual, corporate, partnership, estate, trust, nonprofit, and other return types. The product is particularly suited to established firms that need multistate allocation and apportionment, related-return data sharing, depreciation and asset management, and an organized e-filing workflow.
The product’s main strength is breadth paired with workflow control. Real-time calculations and built-in validation help support preparation, while pre-submission diagnostics and missing-data checklists provide structured review before filing. Its online status dashboard tracks e-filing activity, and multimonitor support works with up to four monitors. Data sharing between related returns can help firms coordinate connected filings, while support for amended returns, self-employed taxpayers, and e-filing covers common professional tax workflows.
UltraTax CS also fits firms working across a wider Thomson Reuters and partner-product ecosystem. Integrations include CS Professional Suite, Accounting CS, Accounting Payroll CS, Practice CS, 1040SCAN, SPbinder, Onvio Firm Management, CoCounsel Tax, SafeSend One, Checkpoint, and SurePrep. Pricing is custom and depends on users, tax returns, states, and jurisdictions, so it is better suited to firms prepared to evaluate a tailored plan than buyers seeking a simple public price. Choose UltraTax CS for complex, multi-jurisdiction tax operations; smaller practices with straightforward filing needs may prefer a narrower tool.
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UltraTax CS pricing
UltraTax CS fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Filer types | Both |
| State returns | Yes |
| Amended returns | Yes |
| Self-employed support | Yes |
| Rental income support | Not verified |
| Electronic filing included | Yes |
| Deployment | Cloud, Desktop |
| Platforms | Web, Windows |
| Support | Email, Live chat, Phone, Community, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 11 integrations: CS Professional Suite, Accounting CS, Accounting Payroll CS, Practice CS, 1040SCAN, SPbinder … |
| Pricing | Pricing on request |
| Website | tax.thomsonreuters.com |
| Facts checked | 20 Sep 2026 |
UltraTax CS integrations
UltraTax CS lists 11 integrations on its own site.
- CS Professional Suite
- Accounting CS
- Accounting Payroll CS
- Practice CS
- 1040SCAN
- SPbinder
- Onvio Firm Management
- CoCounsel Tax
- SafeSend One
- Checkpoint
- SurePrep
Alternatives to UltraTax CS
- TurboTaxA broad tax filing suite for simple returns, complex income, and optional expert help.9.3
- H&R Block OnlineGuided filing with document upload, AI assistance, and access to tax professionals.9.1
- Lacerte TaxBroad form coverage and diagnostics for high-volume firms, with substantial annual and per-return costs.8.9
See all UltraTax CS alternatives →
UltraTax CS vs the competition
Compare UltraTax CS with any tool side by side →
Also Ranked In
UltraTax CS is ranked in 5 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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