Deleting a state/city return for a client

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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 remove a state or city return from a client's federal tax return, complete the following steps. 

Note: All outstanding e-filing acknowledgements must be resolved prior to deleting the state or city return. If an outstanding electronic filing acknowledgement remains, UltraTax CS cannot remove the associated return.

  1. Open the client for whom you want to delete a state or city return.
  2. From the File menu, choose Client Properties.
  3. In the Client Properties dialog, click the state's tab.
  4. Click the Delete State button. UltraTax CS prompts you to confirm that you want all of the state's data deleted.
  5. Click OK.

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