1065 / 1120-US ELF: E-filing clients with same EIN

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Question

When necessitated by a short-year return, can two 1120 or 1065 returns for the same client in the same tax year be e-filed?

Answer

Yes, UltraTax CS will allow two 1065 or 1120 clients with the same EIN to be e-filed in the same year. The two clients must have different tax year ends (ending in separate months) in order to be eligible for e-filing. For example, a short-year 1/1/17 - 9/30/17 and a short-year 10/1/17 - 12/31/17 return for the same client can be e-filed using the 2017 UltraTax CS program.

Note: The year ends for the client must not be in the same month (i.e. a year end of 6/15/17 and a year end of 6/30/17). If filing two returns for the same client for the same tax year with year-ends in the same month, the return must be paper filed.

Internal notes


For information on 1065 state returns which can be e-filed in this situation, refer to Internal: 1065-All States ELF: E-filing clients with same EIN

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