Creating 1040 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 access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

This diagram provides an overview of reviewing and preparing 1040 returns or extensions for electronic filing, checking for and correcting errors in the electronic file, and transmitting electronic files.

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

Create 1040 e-file flowchart

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