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 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.

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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