UltraTax/1065 WalkThrough guide

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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.

The UltraTax/1065 WalkThrough provides step-by-step instructions that walk you through UltraTax CS and help you learn the basics of UltraTax/1065. The walkthrough can be used like a tutorial to quickly familiarize yourself with UltraTax CS as well as to help train new staff members.

Note: This walkthrough, released for the 2016 version of UltraTax/1065, includes content that may differ from the 2017 version, although the general concepts are accurate. If you want to follow the exercises, use the 2016 version of UltraTax/1065 until April 2018 when we release the updated version of this walkthrough.

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