Changing the location of electronic files for third-party application vendors

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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.

If you accepted the defaults when you installed third-party applications, the drive and path on which the third-party application looks for electronic filing data is C:\. This drive and path is displayed in the File Types and Locations list in the File Locations tab.

If you need to modify the data drive and/or path, follow these steps.

  1. Choose Setup > User Preferences to open the User Preferences dialog.
  2. Click the File Locations tab.
  3. In the File Locations tab, click the Other option.
  4. Highlight ELF: 3rd party data in the list, and click the Modify Location button.
  5. In the Modify Location dialog, navigate to the appropriate drive and path, and then click OK.
  6. Click OK to close the User Preferences dialog.

Note: When you use a third-party application vendor to transmit electronic returns, the Electronic Filing Status dialog is not enabled in UltraTax CS. You should direct all questions regarding rejections, acknowledgments, or electronic filing errors to the third-party software vendor's technical support department.

Related topic: UltraTax CS electronic filing overview

Share This