UltraTax/1065 partnership return electronic filing overview

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

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


Submit preliminary
applications with the IRS 

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Optional: Configure UltraTax CS for electronic federal
and state returns

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Enter data for the
electronic return
Enter data for the <br>electronic return
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 
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?
Multi-factor authentication (MFA) requirement 
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Optional: Attach required documents to the
electronic file
Optional: Attach required documents to the <br>electronic file

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