ELF (All Entities): Using the advanced filtering options within the Electronic Filing Status window

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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.

The Electronic Filing Status window provides unprecedented flexibility to identify clients which match specific criteria through the use of filtering, which operates much like the filtering functionality within Microsoft Excel. This topic serves as an index of topics which demonstrate different filtering scenarios within the Electronic Filing Status window.

Topic numbers are listed below alongside the topic title and brief description of the scenario which the topic aims to address.

Title Description
ELF (All Entities): Filtering the ELF Status window based on Date Modified This case demonstrates how to use the filtering options to view only those clients changed within a certain time period (i.e. in the past week).
ELF (All Entities): Filtering the ELF Status window based on Acceptance and Form 9325 print status This case demonstrates how to use the filtering options to view those clients who have received an Acceptance Acknowledgement, but Form 9325 has not yet been printed (and other similar scenarios).
ELF (All Entities): Filtering the ELF Status window to view EFW filers This case demonstrates the way in which the ELF Status window can be configured to generate a report of those clients who have requested an Electronic Funds Withdrawal (EFW) from the IRS or state tax authority.

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