This diagram provides an overview of reviewing and preparing returns for electronic filing, checking for and correcting errors in electronic returns, and transmitting electronic files.
Click a shape in the flowchart below for detailed information.
Related topics
- E-File Help Center
- UltraTax/5500 electronic filing overview
- Entering data for 5500 electronic returns overview
Video: Viewing diagnostic messages, correcting errors, and creating electronic files (approx. 3.0 minutes)
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