Return Collation dialog

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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 open this dialog:

  1. Choose the appropriate federal application from the Setup menu. (For example, choose 1040 individual if you want to edit the collation for 1040 returns.)

    Note: Your security configuration might be set up to restrict access to the product information dialogs. If so, you will be prompted to enter the master password before you can continue.

  2. Click the desired federal or state tab.
  3. Click the Tax Return button.

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