Viewing and editing the contents of tax elections

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

Complete these steps to view and edit tax elections.

Note: To view summaries of tax elections, see the entity-specific frequently asked questions.

  1. In UltraTax CS, choose Setup > [Entity].
  2. In the Federal tab, click the Tax Elections button.
  3. In the Elections tab, highlight the election you want to review and click the Open button.
  4. Review and edit the text as necessary. Save the document if you made changes.

Note: See Restoring document defaults for information about removing all changes made to a document.

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