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.

Most PDF documents are automatically attached, but some must be manually attached for electronic filing purposes:

The following include several automatic PDF attachments.

• Any form calculated in UltraTax CS, not currently a part of the PA schemas
• General footnote
• Required statements
• Schedule K-1 statements
• Form 8824 and Form 3115 (attached to PA-65 electronic file)

The following are PDFs that must be manually attached.

• PA Schedule P-S KOZ
• PA Schedule RK-1 and NRK-1 received from other entities

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