Changing a return after data has been shared between members of a controlled group

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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.

To change a return after data has been shared between members of a controlled group, complete the following steps.

  1. Make the change to the applicable return.
  2. Print or preview the return that changed.
  3. Open each member's tax return. UltraTax CS will open the Data Sharing Updates dialog in which you can choose to accept the new financial data.

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