ELF (All entities): Clients missing from ELF status

Alerts and notices
Leave 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 transmit e-files from CS Connect. Find out more.

Question

When I go to my Electronic Filing Status dialog, I do not see all of my clients. How can I view all clients?

Answer

If you do not see the full list of clients within your Electronic Filing Status dialog (located under the Utilities menu or the Green e button on the toolbar), you likely have a filter set which is narrowing down the list of clients or the returns are hidden. To view all clients, follow these steps:

  1. In the Focus section in the bottom-left of the dialog window, ensure all applicable return types are marked.
  2. In the By Status drop-down, select All ELF except hidden/deleted.
  3. Click the Clear other filters button below the By Status drop-down.

    Note: If the Clear other filters button is grayed out, you do not have any remaining filters set.

  4. If you still are unable to locate your client, click the Hidden Returns button in the top of the dialog window to view hidden returns. To restore a hidden return, highlight the client and click the Restore Hidden Returns button.

Share This