Combining amounts for a C or S Corporation consolidated return

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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.

In addition to the group member amounts that UltraTax CS automatically combines, you may select additional amounts to be combined for a consolidated return. Use this procedure to select the items to combine for group members in the consolidated return. (For items that are not selected to be combined, enter appropriate values in the input screens for the consolidated return.)

  1. In the File > New Client or File > Client Properties dialog, click the Advanced Properties button.
  2. Click the Options tab.
  3. Mark each checkbox that corresponds to an item you want combined for the consolidated return.

    Note: If a category is not marked, enter the data on the applicable screens in the consolidated return.

  4. Click OK.

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