Attaching required documents to electronic files (1065)

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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.

All attachments, including signature documents and Form 8865 electronic files, must be attached to the return before creating the partnership return electronic file. For information about including Portable Document Format (PDF) attachments with the partnership return electronic file in UltraTax/1065, see Attaching Portable Document Format (PDF) documents to the electronic file.

For information about attaching Form 8865 electronic file to the partnership return electronic file in UltraTax/1065, see Filing and attaching Form 8865 to electronic files.

Note: See Forms attached as PDF files to electronic files (FAQ) for more information on what forms can be attached to the electronic file.

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