Tax Desk

UltraTax intake workbench

Role

Batch Review

Bennett Family Holdings - 2026

The FileCabinet-style save moment rebuilt for SharePoint: drawer match, split output, preview, and cross-file routing.

Controlled Preview

Download disabled. Every view is logged.

Encrypted

Federal Return

32 pages

CO Return

10 pages

UT Return

14 pages

FileCabinet Parity Output

US Tax Return

Federal

Federal folder

Split and first in sequence

CO Tax Return

States / CO

State folder

Split after federal

CA Tax Return

States / CA

State folder

Alphabetized with other states

Owner K-1 Package

Attachments / K-1

Owner individual drawer

Cross-filed from entity return

E-file Attachment

Attachments / 1099

Attachment staging

Stable path required