UltraTax/1041 electronic filing overview

Show expandable text

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.

This diagram provides an overview of the electronic filing process for fiduciary returns, including submitting preliminary applications, configuring UltraTax CS, entering data, creating electronic files, and transmitting electronic files.

Click to view details Click a shape in the flowchart below for detailed information.

Was this article helpful?

Thank you for the feedback!