- Federal, state and local returns: Prepare supported individual and business returns across multiple jurisdictions.
- Calculations and data sharing: Reuse available client and return data across supported forms and CS Professional Suite workflows.
- Dynamic diagnostics: Identify missing information and potential filing issues during preparation.
- Multistate allocation: Handle supported apportionment and allocation workflows for multistate returns.
- Electronic filing: Transmit supported returns through CS Connect.
- Suite integrations: Connect with compatible Thomson Reuters tax and accounting products.
UltraTax CS
Prepare, fill, and manage complex business tax returns.
Updated August 2, 2026
UltraTax CS Overview
UltraTax CS is professional tax-preparation software for accounting firms. It supports eligible individual and business returns, multistate work, diagnostics, data sharing and electronic filing. The product connects with compatible CS Professional Suite tools, while deployment and companion services depend on the firm’s configuration.
Key Features
Pricing
| Plan | Current price | Billing and scope |
|---|---|---|
| UltraTax CS | Contact sales | Price depends on users, returns, states/jurisdictions and selected modules |
Pricing source: https://tax.thomsonreuters.com/en/products/ultratax-cs
Pros
| Competitor | Pros of UltraTax CS |
|---|---|
| Drake Tax | UltraTax CS handles very complex returns across multiple entity types and forms with strong diagnostics and integration within the CS Suite. |
| Intuit Lacerte Tax | This makes it ideal for firms needing robust multi-state and complex return workflows. |
| CCH ProSystem fx Tax | UltraTax CS offers flexible deployment options—desktop, hosted, or SaaS—that can better suit hybrid firm environments. It also includes a solid help system and diagnostic tools built into the interface. |
Cons
| Competitor | Cons of UltraTax CS |
|---|---|
| Drake Tax | Drake users often cite much stronger customer support and reliability. |
| Intuit Lacerte Tax | Lacerte consistently receives higher marks for ease of use, administration, and meeting firm requirements. Reviews praise its cleaner interface and smoother workflows compared to UltraTax, which can feel more cumbersome for smaller firms. |
| CCH ProSystem fx Tax | Some users find UltraTax CS harder to administer, particularly in large multi-state environments. User reports note slower performance navigating between states in heavy-use cases, which can be frustrating compared to the interface stability of ProSystem fx. |
Reviews
- G2 Review (Rating: 3.4/5 from 61 reviews): The current product-specific pool mixes praise for tax workflow depth with complaints about reliability, support and complexity.
