Creating batch 1120 electronic extensions

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Web text: BtchExt

To create a batch of electronic extensions with no balance due and without opening each client individually, complete these steps.

Note: UltraTax CS supports electronically filed extensions for California, Connecticut, Florida, Illinois, Iowa, Kentucky, Louisiana, Massachusetts, Maryland, Mississippi, New Jersey, New York, New York City, North Carolina, Pennsylvania, Tennessee, Texas, and Utah.

  1. Choose File > Print Extensions, and mark the Create electronic file checkbox.

    Note: You cannot create an electronic file by clicking the Print Preview button on the UltraTax CS toolbar.

  2. Click the Clients button to create electronic files for multiple clients.
  3. Highlight the clients you want to file electronically, and then click the Select button.

    Note: If a client is open by another user on the network, it will not be in the list of clients to select, and will not be processed.

  4. Click OK.
  5. Click the Options button, click the Extension Print Options tab, and click the appropriate option in the Which group box.
  6. Click OK to return to the Print Extensions dialog.
  7. Click the E-File button. Electronic extension returns are created for all designated client returns that did not have errors on the E-File Error Report.

    Note: If the E-File Error Report shows errors are present, UltraTax CS will not create the electronic extension return until all errors are resolved. For information about resolving electronic filing extension errors and rejections, see the E-File Help Center > Resolving E-File Errors > 1120 Corporations page.

  8. Follow the normal procedures to transmit the electronic returns using CS Connect.

Notes

  • UltraTax CS automatically completes the File extension electronically field in Screen ELF in the Electronic Filing folder.
  • If you file an extension with a balance due and use electronic funds withdrawal to pay the balance due, you must open your client's return and complete the Personal Identification Number (PIN) information, including the Requested payment date field, in Screen ELF in the Electronic Filing folder and the bank account information in Screen Bank in the General folder. After you complete data entry for the extension with a balance due, you can create the electronic file for the extension.
  • If you have any state returns attached for which you are also creating the extensions, you must enter the appropriate state data in the client's return to prepare a complete and accurate extension.

For more information about transmitting returns using Thomson Reuters as the electronic filing transmitter, see Configuring UltraTax CS to use Thomson Reuters as your electronic filing transmitter.

Related topic: Preparing 1120 federal extensions for electronic filing

Share This