Alternate Electronic Return Originator (ERO) and paid preparer presentations (1041)

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IRS filing deadline update

The IRS MeF system is now processing returns, and the filing deadline has been extended to 11:59 PM on Wednesday, April 18, 2018. For the latest details, see UltraTax CS alerts and notices.

The following table provides information about the data entry required to use alternative presentations of Electronic Return Originator (ERO) and preparer information on versions of Form 8453 for 1120, 1065, and 1041 returns.

ERO

Preparer

Single or multiple ERO / EFIN

UltraTax CS data entry necessary

Presentation on Form 8453-FE

Same as license

Same as license

Single

Click the Use the preparer block option in Setup > Office Configuration > E-Filing tab > ERO button. Select Per License Agreement in the Preparer block drop-down list in File > Client Properties. UltraTax CS defaults to this behavior.

ERO section with license information only, no entry in the Paid Preparer section

Different from license

Same as license

Single

Click the Use alternate ERO information option in Setup > Office Configuration > E-Filing tab > ERO button. Select Per License Agreement in the Preparer block drop-down list in File > Client Properties.

ERO section with Alternate ERO information, license information in the Paid Preparer section

Same as license

Different from license

Single

Click the Use the preparer block option in Setup > Office Configuration > E-Filing tab > ERO button. Select the alternate preparer block for another preparer in the Preparer block drop-down list in File > Client properties.

ERO section with license data, other preparer information in the Paid Preparer section

Different from license

Different from license

Single

Click the Use alternate ERO information option in Setup > Office Configuration > E-Filing tab > ERO button. Select the alternate preparer block for another preparer in the Preparer block drop-down list in File > Client Properties.

ERO section with Alternate ERO information, other preparer information in the Paid Preparer section

Same as license

None

Single

Click the Use the preparer block option in Setup > Office Configuration > E-Filing tab > ERO button. Mark the Print, "Prepared by a non-paid preparer" in the Preparer block checkbox in the Additional Preparer Information dialog for the current preparer. See Printing "This tax return prepared by a non-paid preparer" in the preparer block.

ERO section with license information, no entry in the Paid Preparer section

Different from license

None

Single

Click the Use alternate ERO information option in Setup > Office Configuration > E-Filing tab > ERO button. Mark the Print, "Prepared by a non-paid preparer" in the Preparer block checkbox in the Additional Preparer Information dialog for the current preparer. See Printing "This tax return prepared by a non-paid preparer" in the preparer block.

ERO section with Alternate ERO information, no entry in the Paid Preparer section

Same as license

Same as license

Multiple

Click the Use the preparer block option in Setup > Office Configuration > E-Filing tab > ERO button for each ERO that you want to use for this behavior. Select Per License Agreement in the Preparer block drop-down list in File > Client Properties. UltraTax CS defaults to this behavior.

ERO section with license information only, no entry in the Paid Preparer section

Different from license

Same as license

Multiple

Click the Use alternate ERO information option in Setup > Office Configuration > E-Filing tab > ERO button for each ERO that you want to use for this behavior. Select Per License Agreement in the Preparer block drop-down list in File > Client Properties.

ERO section with Alternate ERO information, license information in the Paid Preparer section

Same as license

Different from license

Multiple

Click the Use the preparer block option in Setup > Office Configuration > E-Filing tab > ERO button for each ERO that you want to use for this behavior. Select the alternate preparer block for another preparer in the Preparer block drop-down list in File > Client properties.

ERO section with license information, other preparer information in the Paid Preparer section

Different from license

Different from license

Multiple

Click the Use the alternate information option in Setup > Office Configuration > E-Filing tab > ERO button for each ERO / EFIN that you want to use for this behavior. Select the alternate preparer block for another preparer in the Preparer block drop-down list in File > Client properties.

ERO section with Alternate ERO information, other preparer information in the Paid Preparer section

Same as license

None

Multiple

Click the Use the preparer block option in Setup > Office Configuration > E-Filing tab > ERO button for each ERO that you want to use for this behavior. Mark the Print, "Prepared by a non-paid preparer" in the Preparer block checkbox in the Additional Preparer Information dialog for the current preparer. See Printing "This tax return prepared by a non-paid preparer" in the preparer block.

ERO section with license information, no entry in the Paid Preparer section

Different from license

None

Multiple

Click the Use the alternate information option in Setup > Office Configuration > E-Filing tab > ERO button for each ERO that you want to use for this behavior. Mark the Print, "Prepared by a non-paid preparer" in the Preparer block checkbox in the Additional Preparer Information dialog for the current preparer. See Printing "This tax return prepared by a non-paid preparer" in the preparer block.

ERO section with Alternate ERO information, no entry in the Paid Preparer section

Related topic: Configuring UltraTax CS for 1041 electronic returns overview

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