Viewing and editing the contents of tax elections

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New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

Complete these steps to view and edit tax elections.

Note: To view summaries of tax elections, see the entity-specific frequently asked questions.

  1. In UltraTax CS, choose Setup > [Entity].
  2. In the Federal tab, click the Tax Elections button.
  3. In the Elections tab, highlight the election you want to review and click the Open button.
  4. Review and edit the text as necessary. Save the document if you made changes.

Note: See Restoring document defaults for information about removing all changes made to a document.

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