Defining the e-file configuration

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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.

Click the following links for entity-specific information about defining the electronic filing configuration in UltraTax CS.

Note: Electronic filing of 2290 and 5500 returns does not require additional setup in UltraTax CS.

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