Setting options for all 5500 clients

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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.

  1. Choose Setup > 5500 Benefit Plans.

    Note: Depending on your security configuration, UltraTax CS might prompt you to enter the master password and click OK before you can continue.

  2. On the Federal tab, in the Document format group box, select the appropriate Transmittal Letters and Filing Instructions option. The options you select will apply to all new and existing UltraTax/5500 clients until the options are changed again.
  3. In the Additional information group box, click the Other Return Options button and select the appropriate setup options. You can press F1 to open additional help topics on each of the three tabs. The options you select in each of these tabs will apply to all new and existing UltraTax/5500 clients until the options are changed again.
  4. To set options that will apply only to all new clients subsequently added to the 5500 application, click the New Client Options button.
  5. Click OK to accept changes to the setup options and close the dialog, or click Cancel to close the dialog without saving changes.
  6. Click OK to close the 5500 Product Information dialog.

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