UltraTax/1040 electronic filing overview

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

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This diagram provides an overview of the electronic filing process for 1040 returns, including submitting preliminary applications with the IRS and Refund Advantage, if applicable; configuring UltraTax CS; entering data; creating electronic files; transmitting electronic files; and submitting required paper forms.

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

UltraTax/1040 e-filing overview flowchart

Related topic: E-File Help Center

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