Creating batch 990 electronic extensions

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Web text: BtchExt

UltraTax CS automatically completes the following fields in the Extension Information section in Screen ELF to automate the process of creating batch electronic extensions.

Note: UltraTax CS supports electronically filed extensions for Maryland and New York.

To create a batch of electronic extensions without opening each client individually, complete these steps.

  1. Choose File > Print Extensions to open the Print Extensions dialog.

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

  2. Mark the Create electronic file checkbox.
  3. Click the Clients button to create electronic files for multiple clients.
  4. 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.

  5. Click OK.
  6. Click the Options button, click the Extension Print Options tab, and click the appropriate option in the Which group.
  7. Click OK to return to the Print Returns dialog.
  8. Click the E-File button. (Note that the button name changes depending on the checkboxes you have marked.) Electronic extension returns are created for all designated client returns that did not have errors in 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 > 990 Exempt Organizations page.

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


  • UltraTax CS automatically completes the File extension electronically field in Screen ELF in the Electronic Filing folder.
  • If you are using electronic funds withdrawal to pay the balance due on an extension for Form 990-PF and/or Form 990-T, you must complete the Personal Identification Number (PIN) Information section and the Electronic funds withdrawal for extension: Requested payment date field in the Extension Information section in Screen ELF in the Electronic Filing folder, as well as the Electronic Funds Withdrawal Information section in Screen ELF-2.
  • 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 990 federal extensions for electronic filing

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