IRS spring filing deadlines toolkit - UltraTax CS

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

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


Characters left:

We want to hear from you, for space reasons we couldn't include the regular feedback link in this article. Click Leave Feedback to submit your feedback.

What do you have questions about?

Due dates and graces periods

Extensions

Payments and electronic funds withdrawal (EFW)

Electronic Filing

Forms approval

Adding states

Client documents (including organizers)

Need answers about due dates or grace periods?

All deadlines are 11:59:59 pm local time. We recommend you transmit electronic files to Thomson Reuters at least one hour prior to the filing deadline. 

Once the deadline has passed, the perfection period begins from the date of the rejection. The perfection period is counted in calendar days (not business days).

Entity type IRS e-filing opens Timely filed deadline
1040 01/29/18 04/17/18 - For details, see 1040 due dates.
1120 01/08/18 03/15/18 or 04/17/18 - For details, see 1120 due dates.
1065 01/08/18 03/15/18  - For details, see 1065 due dates.
1041 01/08/18 04/17/18 - For details, see 1041 due dates.
990 01/08/18 04/17/18 or 05/15/18 - For details, see 990 due dates.
709 01/08/18 04/17/18 
FBAR 04/17/18- for all applicable entity types. For details, see the appropriate entity due dates article above.

Return to the top of the page

Want answers about preparing your extensions?

Entity type Help & How-To Center article
1040 1040 extension form 4868 process overview
1120 1120 Extension process overview
1065 Frequently asked 1065 extension questions
1041 Frequently asked 1041 extension questions
990 Frequently asked 990 extension questions

Return to the top of the page

Have questions about your client's electronic payments?

Entity type Help & How-To Center article
1040 1040 electronic payments
1065 1065 electronic payments
1120 1120 electronic payments

Return to the top of the page

Are you trying to prepare or transmit an electronic filing with UltraTax CS?

I have questions about... Details and/or related Help & How-To Center articles
Getting started with electronic filing E-File Help Center
Resolving IRS e-file rejections
What State forms can be electronically filed State Electronic Filing Guide
Determining what clients you have not e-filed yet. UltraTax CS all entities: How to review a list of clients that have not been filed
An e-file that has not been accepted, after subsequent returns have.

When an e-file has been submitted but not accepted by a taxing authority, do not send another return, even when subsequent returns have been sent and successfully accepted by the same taxing authority.

  • Electronic files are downloaded by the appropriate taxing authority in batches. For this reason, files are not always processed in the order they are received.
  • If the electronic filing status says, "Return transmitted to taxing authority," the taxing agency has received the return in question. The best resolution is to wait, and give the return additional time to be processed.
  • You can check the return's status by clicking the Electronic Filing Status buttonElectronic Filing Status button on the toolbar.
  • Additional factors may influence the order in which your files are processed. Sending another return can cause issues with the processing of your electronic files.
Understanding ELF critical diagnostics
  • Ask the user to read the entire error, slowly enough for you to write it all down.
  • Many e-file errors and diagnostics are not documented. You need to use the error/diagnostic itself to figure out what to do.
  • Reject codes can be searched in the Help & How-To Center.
Types of ELF critical diagnostics, e-file errors, and rejections

This list is not exhaustive but is intended to help you get a start on reviewing and troubleshooting. Select the error type below for more information.

If a return has an "if, then" error, it's typically because of the "if" is true on this return, but the "then" is not being met per the taxing authority. Start by breaking these down into the "if" and "then". You need to verify that the "if" should be true (this is up to the preparer to decide), and then correct the return so that either the "if" changes or the "then" requirement is met. Note that changing the "if" may not end up resolving the error, or may generate another error, but this is important as part of the process of correcting the return.

This means information is missing. The error tells you the path to the missing data, either through the forms or the input. Each step in the path is separated by ">" or "::", and the names may be abbreviated or not match up exactly with form names or fields. Do your best to follow the path and determine where the missing data is located in the return or the input.

These errors will usually reference a line on a form rather than an input field. If the amount is negative and the preparer agrees that it should be negative, they need to paper file. If the preparer wants to change the amount to a non-negative number, assist them with that.

These errors are usually telling you that the sum of the lines do not add up the way they should. Typically, this is because of an override or some forced input. If there are no overrides or forces, get out a calculator and check the math.

This means that the information in the return does not match what the IRS has on file. Since we have no way of knowing what the IRS has on file, all we can do is tell the preparer what information is causing the error. Sometimes the preparer mistakenly entered the wrong information, in which case they should correct that and resubmit the return. If the preparer entered the correct information, they need to contact the IRS to find out more.

Setting up or troubleshooting electronic funds withdrawal Electronic funds withdrawal for balance due returns 
How-to recreate an electronic file Re-creating electronic files (including accidental transmission)
Creating and correcting electronic files Creating electronic files and correcting errors overview
How to recall a return Recalling electronically filed returns

Return to the top of the page

Looking for form approval information?

Final form approval is at the discretion of the appropriate taxing agency, Thomson Reuters does not determine final form approval. Additional, Federal and state taxing agencies do not provide a timeframe for the approval of finalized forms to software developers.

You can view the approval status of each form in the diagnostics and on the home page. For details, see Viewing forms approval status (including electronic filing).

Return to the top of the page

Are you trying to find or add a state form?

You can add a state or city return to a client when you first create the client in UltraTax CS, or anytime afterward. For example, if you have proforma'd a client from the previous tax year, and you need to add an LLC or new city to this client.

To do so, complete the steps for adding a city for state return. After successfully completing the steps to add your desired state or city return, UltraTax CS now displays a state button below the federal button in the folders block.

If your desired city or state does not appear, installing the product via CS connect or reviewing security settings (including anti-virus)may resolve the issue. For additional troubleshooting assistance, see UltraTax CS: an error occurred attempting to download a product.

Return to the top of the page

Trying to send or customize your client's documents? (includes organizers)

What are you working on? Details Help & How-To Center article
Organizers Help centers for your 1040 and business clients are available in the Help & How-To Center. Choose the appropriate link for assistance with:
  • Setting up data entry and global options.
  • Assembling and sending organizers to your clients.
  • Transmitting and retrieving files.
  • Troubleshooting for issues or error message.

1040 Client Organizer Help Center

UltraTax CS Business Organizers overview

Customizing included forms
  • You can customize the order and forms that print with your client documents by modifying the tax return print collation settings.
  • New for 2017! On the Print Options tab, you can exclude all Federal forms from printing with the state returns.

Customizing the tax return print collation

Printing Federal forms with state returns

eSignature

The eSignature feature in UltraTax CS, allows you to gather signature documents from your clients electronically. This feature is available for the following forms

  • Form 8879, IRS e-file Signature Authorization (1040 only)
  • Form 8878, IRS e-file Signature Authorization for Form 4868 or Form 2350 (1040 only)
  • FinCEN Form 114a, Record of Authorization to Electronically File FBARs
  • Engagement Letter
  • Consent to Disclose and Use Tax Information (IRC Section 7216)
  • Bank Account Verification

Getting started with eSignature

Checking on the status of an eSignature

Understanding why an eSignature status is failed or declined

NetClient CS portals
  • UltraTax CS integration with NetClient CS enables you and your clients to transfer tax documents in a secure and convenient manner.
  • If a client portal is not working as expected, reviewing the setup in UltraTax may help resolve this issue.

UltraTax CS and NetClient portal integration

Required setup in UltraTax CS

Return to the top of the page

Related articles

Installation Toolkit - UltraTax CS

1040 Frequently asked questions

1065 Frequently asked questions

1120 Frequently asked questions

1041 Frequently asked questions

Share This