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Comparison between entering tax data into UltraTax and preparing a complete, supported, review-ready tax return.
27 Jul

UltraTax Training for New Tax Preparers: From Source Documents to a Review-Ready Return

Accounting Workforce Development / Onboarding & Training

By Vincent Howard, CPA | Managing Partner, Howard, Howard and Hodges | SkillAbility for Accounting Firms Last updated: July 27, 2026  |  42-minute read TL;DR — The Short Answer UltraTax training for new tax preparers should teach the complete return workflow—from source-document completeness and prior-year analysis through accurate input, workpaper support, diagnostics, research, state treatment,

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