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 transmit e-files from CS Connect. Find out more.

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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