Editing or creating tax elections

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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.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

To edit or create tax elections:

  1. From the Setup menu, select the appropriate application (such as 1040 Individual).

    Note: Depending on your security configuration, you might be prompted to enter the master password and click OK before you can continue.

  2. Click the appropriate federal or state tab.
  3. Click the Tax Elections button.
  4. In the Elections dialog, do one of the following:
    • To edit an existing election: Highlight the election you want to edit and click the Open button.
    • To create a new election: Click the New button, enter the appropriate information in the New Document dialog, and then click OK.
  5. In the Document Editing window, edit the tax election as desired.

Tip: If you edited or created elections in last year's UltraTax CS, you can proforma these customized documents into this year's UltraTax CS.

Related topics

Client documents overview

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