ELF (All entities): E-Filing footnotes and election statements

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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.

Review the table below to see if General Footnotes and / or Election Statements accompany the electronically filed return:

Entity General Footnote Election Statement
1040 Yes Yes
1120 Yes Yes
1065 Yes Yes
1041 Yes Yes
5500 No No
990 Yes Yes
990 PF Yes Yes
2290 Yes N/A


Note: It is per IRS e-filing specifications that 5500 returns cannot include the general footnote and election statements in the e-file.

In addition, any custom election statements included in the return will be included in the electronic file.

States

States vary on whether footnotes or election statements are included in the electronic file.

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