Set up an unlimited number of account groupings and related codes and subcodes to group accounts for reports and financial statements.Define balances by using any combination of adjusting journal entries and determine if the balance should be rounded.Create up to five types of budget balances per client.Apply optional color codes to separate account segments in the Chart of Accounts mask for easy identification during data entry.Use up to 20 completely customizable account segments in any order to build a robust Chart of Accounts mask that can handle up to 60 alphanumeric characters.By default, the tax agents are listed automatically for a client's federal and state tax liabilities. Set up vendor records for 1099 and trade vendors that a client pays for services rendered (for example, lawn care, supplies, accounting services, and so forth).Close the year by account segment and optionally distribute the net income amount per (primary) segment code during the year-end close process.Choose when to make setup items in various screens 'inactive' (for example, clients, general ledger accounts, vendors, employees, and so forth).Use one of the 30+ predefined tickmarks or create custom text or image tickmarks.Maintain electronic notes for client processing.Filter data in screens to save time and reduce the size of data lists.

Set up and use custom fields to track a variety of supporting information that is not tracked in the application's default configuration.Backup and restore client data, as well as transfer data for individual clients between different firm databases, from the Client Data Management Utility screen.Store an unlimited number of years of accounting and payroll data.Add basic client setup information in batch format directly from UltraTax CS.Use the Transfer Client Information utility to quickly transfer setup information between clients.Use templates to quickly set up client and employee information.Take advantage of the multi-user capabilities to enable multiple staff in your firm to make changes to client data and see those updates in real time.Add or remove Accounting CS services that your firm provides for selected clients and enable Accounting CS Client Access for your clients who use Accounting CS in their own businesses.View and monitor actions performed by client staff in Accounting CS Client Access via the Client Access Processing Notifications portlet.View important update information via the Notices portlet on the Home dashboard, including update alerts for the application when they become available.Take advantage of the Home, Firm, Staff, and Client dashboard views to customize the workspace.

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