Configuring UltraTax CS for 1065 electronic partnership returns 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 procedures for configuring options that apply to all federal and (if applicable) state electronic partnership returns and user preferences, including Electronic Filing Identification Numbers (EFINs) and alternate Electronic Return Originator (ERO) information.

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

Configure UltraTax/1065 for e-filing flowchart

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