Configuring UltraTax CS for 1041 electronic returns overview

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This diagram provides an overview of the procedures for configuring options that apply to all federal and (if applicable) state 1041 electronic returns and user preferences, including Electronic Filing Identification Numbers (EFINs) and alternate Electronic Return Originator (ERO) information.

Click to view details Click a shape in the flowchart below for detailed information.

Configure 1041 e-file flowchart

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