You will be prompted to verify your login via the Thomson Reuters Authenticator app on the mobile device you paired with your account. The selected returns are now queued and ready for transmission to us using CS Connect. After all returns you want to transmit are listed in the Clients queued to transmit pane, click the Options tab.The selected clients move to the Clients queued to transmit pane.
In the Clients available to transmit pane, highlight the clients whose returns you want to transmit during the next CS Connect session, and click the Select button.Click the Electronic Filing tab to view a list of electronic returns ready for transmission.In the Options tab, click the Electronic Filing: ($) Transmit returns switch to set it to Yes.Click the CS Connect button on the UltraTax CS toolbar, or choose Utilities > CS Connect to open the CS Connect dialog.To transmit electronic returns (and 1040, 1120, 1065, 990, or 1041 electronic extensions), follow these steps. Ensure the accuracy of your clients tax return before you file through dynamic diagnostics that will flag any areas for missing values. Preparation and review is quick and easy using the apportionment grid for business returns and multi-state allocation grid for Schedule C or K-1 income across states.
Enjoy synchronized views of data submission, forms, prior year input, diagnostics, and more through the convenience of up to four separate monitors. Save time with data-entry and boost firm efficiency with an integrated workflow system to eliminate transcription errors and ensure accuracy. Reduce duplicate data entry and eliminate the need to manually link 1120S, 1065, or 1041 returns to the 1040 return.