Creating 5500 electronic files and correcting errors overview

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

This diagram provides an overview of reviewing and preparing returns for electronic filing, checking for and correcting errors in electronic returns, and transmitting electronic files.

Click to view details Click a shape in the flowchart below for detailed information.

Create 5500 e-file and correct errors flowchart

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