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• Alerts and notices
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• Fall deadline toolkit
• Downloading and applying updates
• LogMeIn Rescue remote support tool

1040

• QBID overview (1040)
• QBID troubleshooting (1040)
• Section 163(j) and Form 8990 (1040)

1120

• QBI overview (1120)
• QBI troubleshooting (1120)
• Section 163(j) and Form 8990 (1120)

1065

• QBI overview (1065)
• QBI troubleshooting (1065)
• Section 163(j) and Form 8990 (1065)
• Types of allocations (1065)

Electronic filing

• Multi-factor authentication requirement for UltraTax CS electronic filing
• E-File Help Center
• UltraTax CS electronic filing overview
• State Electronic Filing Guide

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This diagram provides an overview of the procedures for configuring options that apply to all federal and (if applicable) state electronic 990 returns and user preferences, including Electronic Filing Identification Numbers (EFINs) and alternate Electronic Return Originator (ERO) information.

Click a shape in the flowchart below for detailed information.

Related topics

• E-File Help Center
• UltraTax/990 electronic filing overview

Video: Viewing diagnostic messages, correcting errors, and creating electronic files (approx. 2.5 minutes)