UltraTax/1040 electronic filing 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 the electronic filing process for 1040 returns, including submitting preliminary applications with the IRS and Refund Advantage, if applicable; configuring UltraTax CS; entering data; creating electronic files; transmitting electronic files; and submitting required paper forms.

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

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