2018 ULTRATAX CS
To edit or create tax elections:
- From the Setup menu, select the appropriate application (such as 1040 Individual).
Note: Depending on your security configuration, you might be prompted to enter the master password and click OK before you can continue.
- Click the appropriate federal or state tab.
- Click the Tax Elections button.
- In the Elections dialog, do one of the following:
- To edit an existing election: Highlight the election you want to edit and click the Open button.
- To create a new election: Click the New button, enter the appropriate information in the New Document dialog, and then click OK.
- In the Document Editing window, edit the tax election as desired.
Tip: If you edited or created elections in last year's UltraTax CS, you can proforma these customized documents into this year's UltraTax CS.
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