Package Insert tab

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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.

This tab lists the available package inserts. Package insert information is printed on the package letter (that is, the shareholder letter, partner letter, or beneficiary letter). It contains information regarding state forms for the shareholder, partner, or beneficiary.

UltraTax CS includes one pre-defined package insert per state that you can print as they are or modify. Click the Open button to modify the insert. (Note that many package inserts are blank if there is no relevant information about the state return.) To view the properties of package insert, click the Properties button.

Notes

  • You cannot create new package inserts.
  • This tab is available only for 1120, 1065, and 1041 states.

Related topics

[Document Type] dialog

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