Viewing state e-file information

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The CS Professional Suite website provides state-specific information for 1040, 1120, 1065, 1041, and 990 electronic returns, including a State Electronic Filing Guide page. The State Electronic Filing Guide page is updated as state electronic filing information is released throughout the year. To access state electronic filing information from the UltraTax CS Home Page or from within a client's return, follow these steps.

Video overview

The following video outlines the features described in the steps below.

Access a state e-file guide from UltraTax CS

  1. Select Product Information.
  2. Choose an entity (such as 1040).
  3. Choose a state.
  4. Select More information. This link appears only if the state supports e-file.

The Help & How-To Center electronic filing information page for your chosen state will open in your web browser. From there, you can choose a different entity or select Back to map to choose a different state.

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