Configuring UltraTax CS for electronic returns overview

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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.

Click the following links for entity-specific information about configuring UltraTax CS for electronic filing.

Note: Electronic filing of 5500 returns does not require additional set up in UltraTax CS.

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