Viewing and editing the contents of tax elections

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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.

Complete these steps to view and edit tax elections.

Note: To view summaries of tax elections, see the entity-specific frequently asked questions.

  1. In UltraTax CS, choose Setup > [Entity].
  2. In the Federal tab, click the Tax Elections button.
  3. In the Elections tab, highlight the election you want to review and click the Open button.
  4. Review and edit the text as necessary. Save the document if you made changes.

Note: See Restoring document defaults for information about removing all changes made to a document.

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