UltraTax CS review
A broad tax suite for firms handling complex federal, state, local, and multistate returns.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
UltraTax CS pros and cons
- 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
UltraTax CS fact sheet, pricing and score →
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