Transmitting 5500 electronic files via CS Connect overview

Alerts and notices

This diagram provides an overview of transmitting electronic files, retrieving acknowledgments, viewing DOL filing dates and reject codes, and viewing the status of electronic files.

For security purposes, electronically filing a return or extension from CS Connect requires you to verify your account via multi-factor authentication (MFA), which uses our TR Authenticator mobile app. To avoid interrupting the e-filing process, enable MFA for the account you use to sign in to UltraTax CS now.

Click to view details Click a shape in the flowchart below for detailed information.

Transmit 5500 e-files flowchart

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