UltraTax/1040 electronic filing overview

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This diagram provides an overview of the electronic filing process for 1040 returns, including submitting preliminary applications with the IRS and Refund Advantage, if applicable; configuring UltraTax CS; entering data; creating electronic files; transmitting electronic files; and submitting required paper forms.

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Submit preliminary applications with IRS and, if applicable, bank products

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Optional: Configure UltraTax CS for electronic federal and state returns

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Enter data for the
 electronic return
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Create the electronic file
 and correct errors
Create the electronic file<br> and correct errors
Transmit the electronic file
to the IRS
Transmit the electronic file <br>to the IRS
IRS filing dates 
IRS filing dates 
Receive acknowledgment?
Receive acknowledgment?
Submit the required
paper forms to the IRS
Submit the required <br>paper forms to the IRS
Retain paper forms pending acknowledgment 
Retain paper forms pending acknowledgment 
No
No
Yes
Yes
Have you set up MFA
for your UltraTax CS login?
Have you set up MFA <br>for your UltraTax CS login?
Yes
Yes
No
No
Multi-factor authentication (MFA) requirement 
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