Transmitting 5500 electronic files via CS Connect overview

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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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