Editing or creating tax elections

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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 edit or create tax elections:

  1. From the Setup menu, select the appropriate application (such as 1040 Individual).

    Note: Depending on your security configuration, you might be prompted to enter the master password and click OK before you can continue.

  2. Click the appropriate federal or state tab.
  3. Click the Tax Elections button.
  4. In the Elections dialog, do one of the following:
    • To edit an existing election: Highlight the election you want to edit and click the Open button.
    • To create a new election: Click the New button, enter the appropriate information in the New Document dialog, and then click OK.
  5. In the Document Editing window, edit the tax election as desired.

Tip: If you edited or created elections in last year's UltraTax CS, you can proforma these customized documents into this year's UltraTax CS.

Related topics

Client documents overview

Share This