ELF: Electronic Return Originator (ERO)

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

An ERO is an IRS approved provider that originates the submission of electronic returns. An ERO can be the same person / entity as the preparer or it can be a separate person / entity. The person filing electronic returns using UltraTax CS is the ERO.

By default, UltraTax CS uses the firm name and address from your program licensing for the ERO name and address in the electronic file. If you need to use alternate ERO information, choose Setup > Office Configuration > Electronic Filing from the program menu and click ERO, highlighted below. The information entered here will overwrite the licensed firm name and address that UltraTax CS uses in the electronic file.

Note: There are two ERO buttons in the dialog above:

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