Editing or creating tax elections

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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.

To edit or create tax elections:

  1. From the Setup menu, select the appropriate application (such as 1040 Individual).

    Note: Depending on your security configuration, you might be prompted to enter the master password and click OK before you can continue.

  2. Click the appropriate federal or state tab.
  3. Click the Tax Elections button.
  4. In the Elections dialog, do one of the following:
    • To edit an existing election: Highlight the election you want to edit and click the Open button.
    • To create a new election: Click the New button, enter the appropriate information in the New Document dialog, and then click OK.
  5. In the Document Editing window, edit the tax election as desired.

Tip: If you edited or created elections in last year's UltraTax CS, you can proforma these customized documents into this year's UltraTax CS.

Related topics

Client documents overview

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