2017 UltraTax CS alerts and notices

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This topic compiles important information related to your software, such as the status of known issues, recently corrected problems, and answers to common questions.

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Did you know you can view or download your CPE Certificates for Thomson Reuters courses by logging in to your CS Web Account? For instructions, see Obtaining your CPE Certificate(s) via the My Account page.

Reported Date Entity Product Reported Version Status Modified Date Fixed Version Synopsis
04/10/18 All Efiling Notice Notice 04/25/18 Notice Multi-factor authentication is now required to transmit e-files in UltraTax CS!

The 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect. Effective May 3rd, when you transmit electronic files in UltraTax CS, you must enable multi-factor authentication. For details see,  multi-factor authentication requirement for UltraTax CS electronic filing.

07/19/18 1041 NC 17.2.0 Verified 07/19/18 N/A Fiduciary and Beneficiary Allocation-Tax Refund Addition
The North Carolina Form D-407 return may in certain situations indicate an allocation of Fiduciary amounts for additions reported on Schedule B, line 4 in the Fiduciary column that should not be allocated as they have already been allocated to the Beneficiary. Please review amounts for Fiduciary allocation adjustments and Beneficiary allocations for state payments and override the Schedule B, line 2, Fiduciary column, if necessary. This is being investigated by our Development team.
07/17/18 1120S NC 17.3.3 Verified 07/17/18 2018 UltraTax 401S, Page 2, Schedule G, line 15
The North Carolina Form 401S, Schedule G on page 2, line 15 incorrectly reports an amount for Depletion when multiple line entries are entered for Affiliated indebtedness under the Adjustments Folder in the Adj screen. The workaround is to override Schedule G line 15 to not include the statement detail amount.
07/17/18 1120, 1065 TX 17.2.1 Verified 07/17/18 N/A Texas Filing Instructions
The 1120 and 1065 Filing Instructions for Texas will show the extended due date instead of "As Soon As Possible" when applicable even when the settings are marked in Setup > Entity > Federal > Other return options to print as soon as possible. The workaround is to edit the instructions on a client by client basis in preview or edit the global instruction variable with hard coded verbiage. This will be corrected in a future update.
07/09/18 2290 Federal 17.3.0 Fixed 07/16/18 17.3.1 Form 8879-EX and Form 8453-EX
Form 8879-EX and Form 8453-EX incorrectly show a year ending of 6/30/18 rather than 6/30/19. The workaround is to override the ending date to be the correct date. This will be corrected with a future update.
07/09/18 1040 Federal 17.3.7 Verified 07/09/18 N/A Federal TPW - Qualified business income deduction worksheet
The Federal TPW - Qualified business income deduction worksheet line 26 includes net capital gain but should include qualified dividends as well. The projected qualified dividends will be added to net capital gains in a future update for the worksheet.
07/09/18 1040 Federal 17.3.6 Verified 07/09/18 N/A Form 8904, Line 2 Credit Amount
Form 8904, Line 2 credit amount currently uses the rate of $0.14 on line 2 rather than the revised rate of $0.51 for Taxable Years Beginning in Calendar Year 2017. This will be updated on the next release.
07/02/18 1040 Federal Notice Notice 07/02/18 Notice IRS announces new postcard 1040 tax return
The IRS announced on Friday, June 29, 2018 in IR-2018-146 that they are introducing a "Form 1040 Simplified" tax return for 2018 tax return filings (processing year 2019) that will replace the traditional Forms 1040, 1040A, and 1040EZ. This "simplified" return will be a two page form with six supporting schedules.

• Schedule 1, Additional Income and Adjustments to Income

• Schedule 2, Tax

• Schedule 3, Nonrefundable Credits

• Schedule 4, Other Taxes

• Schedule 5, Other Payments and Refundable Credits

• Schedule 6, Foreign Address and Third Party Designee

UltraTax/1040 will be supporting this new form and supporting schedules for e-filing and paper filing for 2018 tax returns. Forms 1040NR and 1040NR-EZ will still be available for filing for 2018 tax returns. Form 1040A and Form 1040EZ will not be available for filing 2018 taxes per the IRS.

07/02/18 All Platform Notice Verified 07/11/18 Fixed CS Web Password Reset/Migration Issues

This is now working as expected.

There is a current issue with the CS Web password resets when a staff has not migrated. Staff who are not migrated and complete a password reset via the login screen of CS Web will receive a temporary password code that will not work. CF's also who attempt to reset will receive a success message, however the password still will not work At this time, there is no workarounds for this issue and our team is working to resolve as soon as possible.

06/29/18 All Platform 17.3.0 Fixed 07/06/18 N/A Nevada PRP Invalid Code
When a PRP code is required for Nevada and retrieved successfully via CS Connect, the PRP code will indicate invalid code upon accessing File > Client Properties and continue to prompt for a PRP code when printing for certain entities including 1041,1065,and 1120. This will be corrected in a future update.
06/19/18 All All N/A Fixed 06/27/18 N/A eSignature errors

Update: The various items related to eSignatures have been resolved. Any previously transmitted eSignature documents sent that failed will need to be retransmitted. If you continue to experience one of the noted items below, please contact our Support team.

We are aware of an issue with eSignatures and are working to resolve it. You may experience:
  • An unknown server error when trying to access an eSignature portal
  • Not receiving a status on the eSignature although CS Connect shows that it was successfully sent
  • eSignature won’t download
06/22/18 1120 OR 17.3.5 Verified 06/22/18 N/A Schedule OR-ASC-CORP, Oregon Adjustments
Schedule OR-ASC-CORP, Oregon Adjustments indicated updated in the application in User Bulletin 1120OR-17.3.5 are not included at this time. These will be updated in the next update.
06/22/18 1040 GA 17.3.4 Fixed 06/29/18 17.3.5 Georgia POA Form 1061
The Georgia Power of Attorney Form 1061, Section 2 will show duplicated representative information with the first firm representative listed twice when two representatives are in place. When one or three representatives are in place, the application works as expected. This will be corrected in a future update.
06/21/18 706 FL Notice Notice 06/21/18 Notice 706 Florida Discontinued for 2018
Starting in UltraTax CS 2018, the 706 Florida module will not be available. A federal change eliminated Florida's estate tax for decedents who died on or after January 1, 2005.

A personal representative may still need to complete certain forms to remove any automatic estate tax lien that Florida may impose. For more information, visit the Florida Revenue.

06/21/18 1041 MO 17.3.1 Verified 07/06/18 2018 UltraTax 1041 MO Foreign Tax Credit
On a QSST, the foreign tax credit that appears on 1041, Schedule G, line 2a of the Federal return does not transfer to the MO 1041, P1, line 3. The workaround is to override line 3 of the MO 1041, Page 1, line 3.
05/2/18 706 DC Notice Notice 06/20/18 Notice You can no longer use UltraTax CS to file 706 District of Columbia returns

Effective May 2nd, 2018, you must file estate tax returns for District of Columbia on the DC website. For details see,  706-DC: Filing an estate tax return.

06/20/18 1040 Federal 17.3.7 Fixed 07/16/18 17.3.8 Form 1040 line 21, Section 965
When income is input for "Section 965(a) Income" under the 5471 Folder in Screen 965, the income will not flow to Form 1040, line 21, as intended. The workaround is to override line 21 or use the Other Income input statement on Screen Income in the Income folder. After an update is released, you will need to remove workaround amounts to avoid duplication. This issue will be corrected with a future update.
06/18/18 1065 OR 17.2.1 Fixed 06/18/18 17.3.0 Oregon Form OR-19-V
Oregon Form OR-19-V not showing tax year beginning and end dates. This will be corrected in the next update.
06/18/18 1065 OR 17.2.1 Fixed 06/18/18 17.3.0 Oregon Form OR-19
The Oregon Form OR-19 will only populate the first 12 nonresident partners. There is no workaround for this matter and the issue will be corrected in a future update.
06/18/18 1120, 1065 TN 17.3.2 Notice 06/18/18 Notice TN Reject TN170-037 - Short Year Returns
The state of Tennessee if erroneously rejecting short year returns with the following error.

Rejected --------- ERRORS --------- Acceptance Validation: /ReturnState/ReturnHeaderState/TaxPeriodEndDt: The schema version submitted is not valid for the filing period. Contact vendor for software update. (rule TN170-037).

The state indicated they are working on fixing this business rule and recommended filing online at TNTAP in the meantime.

06/15/18 1120S, 1065 CT 17.3.4 Fixed 06/29/18 17.3.5/17.3.2 Connecticut Pass-Through Entities required to pay estimated taxes
CT passed legislation on 5/31/18, retroactive to 1/1/18, that will now tax partnerships and SCorps at the partnership/SCorp level. Partners and shareholders will be given a credit that can be applied against their tax. We are changing our systems to add estimates for 2017 software to accommodate this law change. There are no Electronic Filing features available yet. Payments should be made via the state's website for now.
06/12/18 1041 Federal 17.3.5 Fixed 06/18/18 17.3.6 Schema rejection Filing Security Information/Estimated Tax Payment Grp/XXX : is not valid.
1041 returns may receive schema rejections due to invalid information proforma'd or data shared to federal Screen Auth in the Electronic filing folder. Screen Auth is a new screen required by the IRS, however this information is not required for 2017 returns. To clear this rejection, delete the information in this input screen. You do not need it in order to e-file 2017 1041 returns.
06/05/18 1120/1040 Federal 17.3.9 Fixed 06/05/18 2018 UltraTax 1120S K-1 not data sharing negative Interest and Dividends from box 4 and 5
The K-1 data share from the 1120S program to 1040 is not carrying negative Interest or Dividend amounts.  Positive amounts for those fields carry to the individual return.  When this is the case, the statement box data shares with the standard text, but no amount comes in.  This will be corrected in the 2018 version of UltraTax CS.
06/04/18 1040 Federal 17.3.6 Fixed 06/18/18 17.3.7 IRS Notice for Qualified Charitable Distributions
The IRS may issue a notice regarding differences in retirement distributions reported. The difference results from Qualified Charitable Distribution amounts (QCD) entered in Retirement > 1099R-3 and the QCD literal was not included in the XML file for returns. Early in 2016 the IRS removed the QCD from their schema and then added it back at later date. UltraTax CS 2016 will not be updated to add QCD as a literal in the e-file contents. Providing the IRS with the return information including the QCD information should resolve issues with the discrepancies.
05/10/18 All Platform 17.3.6 Notice 05/10/18 Notice Enabling MFA on NetStaff prevents SSO from working OR error when attempting to eFile from UT saying MFA is not enabled

We have identified an issue where users that are using VO/SaaS either through full licenses or for Org/Web Employee only may receive an MFA prompt on login, but not when accessing their software. This means they get prompted when logging into NetFirm but receive an error when attempting to eFile from UT saying MFA is not enabled.

This issue stems from the user having the same login credentials for both NetFirm and CS Web. We are working towards a permanent fix for this; in the interim the user can follow one of the below steps in order to bypass this error.

  1. Log into CS Web and NetFirm and enable MFA in both areas.
  2. Change their login name for either NetFirm or CS Web but not both. The user will then need to use the new unique NetFirm login.
  3. Change the password in either CS Web or NetFirm but not both. The user will then need to use the unique NetFirm password.

If the steps above do not reach resolution for SSO related issues, see TFS 1431141.

05/07/18 All Platform 17.3.5 Verified 06/04/18 N/A DynaZip error when attempting to restore clients from external drives.
Other errors associated with this are: "Insert the last disk of the multi disk set" and "dynaZip unzip file read error". This will be addressed in the software, but in the meantime, here is a way to restore these clients. Copy backup file(s) from the external drive to your local computer and restore from there.
05/03/18 All Platform 17.3.5 Verified 05/29/18 N/A "Unable to verify profile" error when enabling MFA

After clicking on the My Profile section of our website, some users may receive a similar error message. The error typically reads “Unable to verify profile.” The MFA Troubleshooting article provides steps you can and our users can take to resolve this issue.

Ideally a user can log in to our website, after entering their email and password receive the MFA popup message, and clicking Set Up Now allows them to enable MFA for their account. 

Do not direct non-Onvio users receiving this error to onvio.us to resolve this issue, even in cases for the MFA popup was previously snoozed. This previously suggested workaround can cause issues with the data on the backend when enabling MFA in this way.

Multiple accounts for our website (Thomson Reuters IDs) can be the cause of this issue. Use EMS to check for this. To do so, follow the internal steps provided for this error message in the MFA troubleshooting article.

05/23/18 All Platform N/A Fixed 05/29/18 N/A Amazon Fire 7 tablets do support MFA

Prior to May 25, 2018 the Thomson Reuters Authenticator mobile app may have been unavailable for installation for some Amazon Fire 7 tablets. During this time users may receive a "Your device isn't compatible with this version" message, or not have access to the download feature when attempting to install the app on their device.

This issue is resolved and Amazon has re-opened the app for installation on these devices.

05/18/18 All Platform 17.3.5 Open 05/18/18 N/A Windows 10 1803 update causing issues with CS Connect
Users may experience issues with CS Connect in all application years on Windows 10 machines after applying Windows update 1803. Please see the TFS noted on items requested to test and provide to Development to further investigate the issue.
05/03/18 All Platform TBD Notice 05/03/18 Notice Support Center available on Home Page
We have added the Support Center to the UltraTax CS Home Page. Here, you have instant access to all of the resources available on the Help & How-To Center without leaving the UltraTax CS application!
04/19/18 All MFA Notice Notice 04/19/18 Notice Multi-Factor Authentication QR Code

UPDATE: This has now been fixed.

EARLIER: It has been reported that there is currently an issue with QR codes not being generated. the proper authorities have been notified. NetStaff and Onvio seem to be working and just issue with Thomson Reuters ID, formerly CS Web, accounts. Let users know we are investigating this and you can keep your ticket open for a follow-up.

04/30/18 1040 NC N/A Notice 04/30/18 Notice North Carolina EFW payments debited twice
North Carolina has announced on their websites that there was an issue last week with EFW payments drafted twice in error. The duplicate payments are being returned automatically. Refer to the ncdor.gov website. There is a banner on most of their website pages which includes a phone number if there are any questions. https://www.ncdor.gov/
04/25/18 1040 NYC N/A Notice 04/25/18 Notice NYC statement on the Federal 1-day extension to 4/18
Per the NY City e-file coordinator, the date was extended and any notices should be ignored. A letter will be going out to affected taxpayers shortly.
04/19/18 All All Notice Notice 04/19/18 Notice Changes to application sign-in screens for desktop and Onvio users

On April 19, 2018, an update was released changing some of the text in the sign-in screens for Onvio and desktop applications. Nothing about the current user’s experience in accessing their applications is changing.

With the 4.19 Onvio release a change to the UI text on the sign in screens for Onvio and CS Professional Suite desktop users will change to include (Thomson Reuters ID) after the email address. You can view this mock up (not quite final version but close) to see the changes. Hovering over the question mark icon in the sign-in screen gives a definition of what the Thomson Reuters ID is.

Where we previously used the term “CS Web account” in our HHTC content we will now need to refer to a “Thomson Reuters ID” so we remain consistent with the text in the UI. This changes nothing for the user’s experience, but may prompt some questions.

Internally it does mean a shift in the vocabulary we use to talk about the account you use to sign-in to our website and sometimes your applications.

04/18/18 1040 OH Notice Notice 04/18/18 Notice Ohio 1040 - error code OHIND-046

Per the state of Ohio, for error code OHIND-046 "You are attempting to file an IT1040 return after the filing deadline, but did not indicate if you are filing federal extension form 4868" was issued yesterday in error. This should not have been needed until today, the day after the filing deadline.

If impacted, you just need to recreate and retransmit the Ohio returns and will be accepted without penalty for returns file today, or within the 5 day perfection period for rejected returns. After today, the returns will be accepted with standard consequences for late filing.

Ohio will be following the IRS and extending the due date to file and pay from 4/17 to 4/18.

04/18/18 All Efiling Notice Notice 04/19/18 Notice States Following Federal 1-day 4/18 Extension

Here is a list of states and localities following the federal 1-day extension from 4/17 to 4/18:

AR, AZ, CA, CO, CT, DC, GA, ID, IN, KY, MA, MD, MI, MI (Detroit), MN, MO, MT, NC, ND, NE, NJ, NY, OR, OH, OK, PA, RI, SC, TN, UT and WI.

This will be updated as soon as we can confirm the information.

04/18/18 All Efiling Notice Notice 04/18/18 Notice 4/17 Deadline FAQs

Filing Instructions for returns and extensions - If you want the instructions to show the current date, you will need to manually edit the date in the preview of the return/extension.  

Electronic Funds Withdrawal - For anything being filed today onward will need to have the current date entered for the Requested Payment date.

Electronic Filing Acknowledgment - Not getting your acknowledgments? Check Electonic Filing Live first to see if the taxing agencies have actually accepted them yet. If you have a list of clients that need their acknowledgments to be regenerated, please e-mail a report of the client IDS to cs.support@thomsonreuters.com to have these completed in a timely manner.

Rejected Extensions - The last day to e-file rejected extensions is 4/22/18.

State E-files - We will update the Alerts and notices as we get information from the different taxing agencies if they will be following the federal 1-day extension of 4/18/18.








UPDATE IRS E-file processing delays causing returns to be rejected

The IRS' E-filing system is back online and they have begun to process returns again. The filing deadline has been extended to 11:59 PM on Wednesday, 4/18/18. Taxpayers do not need to do anything to receive this extra time.

Now that e-files are processing, we anticipate significant delays with acknowledgments. The IRS' normal processing window for acknowledgments may routinely take 48 hours to reach preparers. Expect even longer delays over the next couple of days as the IRS works through the backlog of returns.

Prior alert: Many returns may report 'duplicate return' transmissions. These ‘duplicate return’ rejections should clear out and be replaced by acknowledgments once the IRS resumes processing.

Please refrain from re-transmitting returns that were previously sent as that may cause further delays. Original E-filed returns should still be sent as normal until these issues are resolved.

CS Connect is processing E-Filed returns. Returns sent timely to CS Connect will be considered timely filed despite the IRS delay. You can check the MeF operational status on the IRS website.

04/16/18 1040 Federal 17.3.5 Notice 04/16/18 Notice IRC Section 965 of the Tax Cuts and Jobs Act

Any net Section 965 amount should be included on Form 1040 page 1, Line 21 with the description "SEC 965" This can be done in UltraTax using the other income statement on Income screen. If paying the tax in installments under 965(h), line 73 box d needs to be marked and "TAX" written in the box with the total to be paid in future years on line 73. This can be done in UltraTax using the Taxes folder, the OtherTax screen and the 'Other Tax Payment' field. When e-filing a PDF with the title "965 Tax" should be attached.

If deferring tax under 965(i), Form 1040, page 2, line 44 needs to be reduced by the amount with box C marked and 965 written in the box. In UltraTax Form overrides will need to be done and attached text will need to be added to the form. Per the IRS, Section 965(i) scenarios must be paper filed.

04/12/18 1040 DC 17.3.1 Verified 04/12/18 2018 UltraTax DC 40B NR: Third Party Designee
DC 40B NR request for refund return does not populate third party designee information based off preparer information. The workaround for 2017 UltraTax CS is to override directly on Form DC 40B NR the third party designee information.
04/09/18 All Efiling 17.3.3 Fixed 04/09/18 17.3.4 CS Connect Reporting Zero ELF Files successfully transmitted
This issue was corrected on Platform release 17.3.4. All Efiles should transmit normally once that version is applied.
04/09/18 1040 All 17.3.5 Notice 04/09/18 Notice Web Organizer Retrieval Backlogs
There have been multiple reports of web organizers not being able to be retrieved, Web Services has found an issue and are working on clearing the organizers that were backlogged. All of the backlogged organizers should be cleared as of 1:00 PM
04/05/18 1040 MA 17.3.5 Fixed 04/09/18 17.3.6 Massachusetts Reject : rule F1-0190
Math Error: //ns:ReturnState/ns:ReturnDataState/ns:FormMAForm1/ns:TotalIncomeTax: The Total Income Tax amount has been calculated incorrectly. (rule F1-0190). The tax on line appears to be changing upon limited circumstances. We are looking into this and will correct in a future update. The workaround is to override the tax on Form 1, page 3, line 22 if determined necessary. This has been corrected with version 17.3.6.
04/05/18 1040 MA 17.3.5 Fixed 04/09/18 17.3.6 Massachusetts Reject : rule F1-1425
Mismatch: //ns:ReturnState/ns:ReturnDataState/ns:SchC2/ns:AllowableDeduction: The Schedule C-2, line 8 amount does not agree with the Schedule B, line 14 amount. (rule F1-1425). This has been corrected with version 17.3.6.
03/29/18 All MD PPT 17.3.1 Fixed 03/29/18 17.3.2 Maryland PPT Errors and Form 2
Development is currently working on the release of Form 2 for MD PPT. Currently, there have been reports of errors when trying to view the form as well. Form 2 will be released with the next MD PPT update. See the TFS for further changes. As of 4/9/18, the updates have been released for all entities.
03/21/18 1120 AL 17.3.2 Fixed 04/02/18 17.3.3 1120-AL Rejection (TotalCreditsAllowable) on Schedule PC - Rule SPC-AL20S-024
"--------- ERRORS ---------;Acceptance Validation: //ns:ReturnState/ns:ReturnDataState/ns:SchPC/ns:AllowableCrdtSummary/ns:TotalCreditsAllowable: 'Part R, line 1 (TotalCreditsAllowable) must equal Part A, Line 1 (ALEnterpriseZoneCrdt) + Part B, Line 8 (BasicSkillsEdCredit) + Part C, Line (CoalCrdtAmtAllowable) + Part D, Line 5 (FullEmploymentActCrdt) + Part E, Line 1 (NewMarketDevlpmntCrdt) + Part F, Line 2 (HeroesForHireEmpCrdt) + Part G, Line 5 (HeroesForHireExpCrdt) + Part H, Line 9 (IrrigationReservoirCrdtAllow) + Part I, Line 2 (HistoricStructuresCrdt) + Part J, Line 6 (ForeignTaxCredit/ALResidentOwnerCrdt) + Part K, Line 4 (DualEnrollmentCrdt)+ Part L, Line 4 (ALJobsActCrdtAvailable) + Part M, Line 4 (AccountabilityActCreditAllowed) + Part N, Line 1 (ALRenewalActPortCredit) + Part O, Line 8 (ALSmallBusAgriBusCrdt) + Part P, Line 1 (ApprenticeshipTaxCrdt) and Part Q, Line 2 (CapitalTaxCrdt).' (rule SPC-AL20S-024)"

This is a verified issue and will be corrected on software update 17.3.3, available sometime the week of March 25th. In the meantime, there is no work around, and affected returns should NOT be paperfiled, as an e-file mandate is effect for Alabama returns.

03/19/18 All NY 2015-2017 Notice 03/21/18 Notice New York Delays for Acknowledgments
New York is delayed in processing acknowledgments for electronically filed returns. Returns filed by or on the due date are timely even if the acknowledgments are delayed.You will need to continue to wait for your acknowledgment to be issued by the state. Update : The state is working through their extremely high volume of returns and expecting to be caught up with issuing acknowledgments in the next several days.
03/15/18 1120, 1065 NY 2017 Notice 03/15/18 Notice Announcement Regarding the March 2018 Nor'easters

NYS Tax Department issues Announcement Regarding the March 2018 Nor'easters. "This notice informs taxpayers of the postponement of certain tax filings and payment deadlines from March 15, 2018, to March 20, 2018, due to the March 2018 Nor’easters. Governor Cuomo issued two executive orders declaring state emergency disasters for certain areas in New York State due to two winter storms that began on March 2, 2018, and March 9, 2018. The relief applies to taxpayers directly affected by the storms in the counties of Dutchess, Putnam, Rockland, Sullivan, and Westchester."

View the Announcement Regarding the March 2018 Nor'easters full details.

03/13/18 1120 AL N/A Notice 03/13/18 Notice 1120-AL ELF error: rule SK1-AL20S-004
The Alabama Department of Revenue is incorrectly rejecting some returns with error SK1-AL20S-004 - ShareholderPercent (Line E2) can not equal 0%. Must be Greater than 0. Returns with this rejection can be resubmitted on 3/13/18 after 5:00PM Eastern Time.
03/09/18 1040 WV 17.3.1 Notice 03/09/18 Notice WV requires EFT when payments exceed $25,000
WV now requires taxpayers to use Electronic Funds Transfer when their prior year tax payments exceeded $25,000. At this time the program does not contain an EFT option for the Filing Instructions. The instructions should be edited manually instead.
03/05/18 1040 MA 2017 Notice 03/05/18 Notice Refund Changed from Direct Deposit to Paper Check
The State of Massachusetts sent the following notice on February 26, 2018: DOR has just released a number of income tax refunds via paper check where direct deposit had been requested on the tax returns. DOR sometimes changes the refund delivery method from direct deposit to paper check as an additional security measure and this action was taken in an effort to honor these early refund requests more quickly. We apologize for any inconvenience this may cause. For more information, visit hot-topics-for-tax-filing-season.
03/05/18 1065 LA 17.3.0 Notice 03/05/18 Notice Lousiana released new Partnership forms in late February
The state has agreed to continue to accept the old version due to the time of year. It has changed completely from the earlier version. The main form went from 4 pages to 12 pages. There is now a different return that is filed depending on if you have any corporate partners or not. They are also working on schemas to allow ELF for the main return. The idea is that any extended return will be able to file with the new form or electronically. This is all dependent on when the state is ready. We do not anticipate them having it available by the normal return deadline of April 15.
02/23/18 1040 Federal 17.3.1 Notice 03/08/18 Notice Update for Extender Credits and Deductions

The IRS announced in IR-2018-33 that they are now ready to process returns containing three tax benefits of the Bipartisan Budget Act of 2018 signed into law on February 9, 2018.

 UltraTax/1040 update 17.3.3 was released on March 8, 2018, and included the following credit calculations.

  • Form 8844, Empowerment Zone Credit
  • Form 8845, Indian Employment Credit
  • Form 8864, Biodiesel and Renewable Diesel Fuels Credit
  • Form 8900, Qualified Railroad Track Maintenance Credit
  • Form 8908, Energy Efficient Homes Credit
  • Form 8911, Alternative Fuel Vehicle Refueling Credit

UltraTax/1040 update 17.3.2 was released on February 26, 2018, and included the newly revised forms and calculations for these three extender items.

  • Exclusion from gross income of discharge of qualified principal residence indebtedness (often, foreclosure-related debt forgiveness), claimed on Form 982
  • Mortgage insurance premiums treated as qualified residence interest, generally claimed by low- and middle-income filers on Schedule A
  • Deduction for qualified tuition and related expenses claimed on Form 8917

The IRS has issued a draft Form 5695, Residential Energy Credit that includes bringing back extended credits on pages 1 and 2. Calculation of these credits is available on UltraTax/1040 update 17.3.2

The IRS is continuing to update its systems to handle returns claiming the other tax benefits extended by the new law. The IRS recommends that taxpayers eligible for these benefits avoid delays or possibly needing to file an amended return later, by filing after IRS systems have been updated to reflect these changes. Visit IRS.gov/Extenders for updates on extender provisions.

02/15/18 1040 Federal 17.3.1 Notice 02/23/18 Notice Extender Credits and Deductions

The Bipartisan Budget Act of 2018 signed into law on February 9, 2018 retroactively extends the credits and deductions listed below through 2017. For the latest information on program updates and IRS processing as it relates to filing returns through UltraTax CS, see Claiming benefits of the Bipartisan Budget Act of 2018.

  • Above-the-line deduction for qualified tuition and fees and related expenses (The Education Expense Optimization Utility is available with this update. However, Form 8917, Tuition and Fees Deduction remains a prior year non-submittable form.)
  • Schedule A interest deduction for allocable mortgage insurance premiums
  • Form 5695, Nonbusiness Energy Property Credit
  • Form 5695, Residential Energy Property Credit
  • Form 6478, Biodiesel Producers Credit
  • Form 8844, Empowerment Zone Credit
  • Form 8845, Indian Employment Credit
  • Form 8864, Biodiesel and Renewable Diesel Fuels Credit
  • Form 8900, Qualified Railroad Track Maintenance Credit
  • Form 8908, Energy Efficient Homes Credit
  • Form 8911, Alternative Fuel Vehicle Refueling Credit
02/15/18 1040 Federal 17.3.1 Notice 02/15/18 Notice Disaster Tax Relief Airport and Airway Extension ( DTRAAE) Act of 2017

UltraTax/1040-US update 17.3.1 includes new field  Attributable to a federally declared disaster on Screen 4684P in the Itemized deduction folder for taxpayers who fall under the DTRAAE Act.

The IRS recently released the final version of Form 8606, Nondeductible IRAs, which includes additional lines due to the Disaster Relief and Airport and Airway Extension ( DTRAAE) Act of 2017. These additional lines reference Form 8915A, Qualified 2016 Disaster Retirement Plan Distributions and Repayments, and Form 8915B, Qualified 2017 Disaster Retirement Plan Distributions and Repayments. Forms 8915A and 8915B have not been released by the IRS as of this update. Affected returns containing Form 8606 and a disaster-related retirement plan distribution should not be processed until the IRS finalizes Forms 8915A and 8915B.

02/14/18 1040 MN 17.3.0 Notice 02/14/18 Notice E-File error: Missing data in tag SchM1SLC FAGILess10000Amt

An AGI threshold of $10,400 is in effect for all MN returns. When that is the case there is $0 due, and 100% of tax is refunded. There is a field to indicate this on the MNGen screen. Select code 1.

Furthermore, the Student Loan Credit is a non-refundable credit with no carryover. So there is no net effect on the tax return. Therefore, remove SLC information on the MNCr-4 screen on taxpayers below $10,400. This will satisfy the conditions of the E-File error. Development is working on diagnostics to aid with these errors.

02/09/18 All Efiling N/A Notice 02/09/18 Notice E-File status of 'HOLD'
You may see multiple variations of this 'HOLD' status. Do not be concerned. Also, DO NOT discuss the text of the message with the customer. Explain to the caller that they may see a slight delay in E-File processing compared to previous years. However, E-Files will still be released in a timely manner.

Click here for more information.

02/08/18 All Platform 2017 Notice 02/08/18 Notice Forms Approval Status

There are still several forms and/or publications that have yet to be approved by the IRS or state taxing agencies. Therefore, some forms will still show as a prior year and/or watermarks may print. The taxing agency decides when they approve each tax program's forms and do not provide a timeframe for their approval to software developers.

Diagnostics will trigger for forms that are still pending approval. Additionally, you can review the Home Page > Product Information to review each entity's Form status. Please check out this Help & How-To Center topic to better understand the meaning of each status and whether or not you can e-file.

02/08/18 1065 Federal 2017 Verified 02/08/18 N/A Screen SepK Doubling/Tripling/etc. - Information Gathering

When a client calls in because they have too many SepK screens, please create a NEW TFS with the client posted to \\pssg.local\userservices\TFS\cstaxsupport\[TFS#] and in the TFS answer to the questions below.

This issue is as follows:

  • K-1s doubling amounts for items allocated to partners on SepK such as guaranteed payments, AMT adjustments, etc.
  • Super slow printing or opening PDE or going to Asset tab as compared to the size of the client. (ex. clients with hundreds of partners are inherently going to be slow – think more of client with 3 partners and 4 rentals and it is slow).

First, verify that user doesn’t have bad data entry (this is the more likely cause of doubling) – ex. GPs entered on Page 1 but allocated on Sch K SepK. [when they should be allocated on the Page 1 SepK]

If data entry looks good, preview input screens and see if there are too many SepK screens.

  • SepK for Sch K should always exist. And always only one unit.
  • SepK for Page 1, Rent, Farm, and 4835 should only exist one per unit and only if the activity itself exists.

IMPORTANT! If there are indeed extra SepK screens (ex. two with Page 1 unit 1 or a unit number in excess of actual SepK units), please ask the user some basic questions about their client:

  1. Is this a new client or proforma’d or converted? If converted, did they restore into UT16 first or proforma from converted data backup?
  2. Have they had to force close UT while the client was open?
  3. Are there assets in the client?
    • If yes, do they own the Fixed Asset program?
      • Did they enter the assets in UltraTax CS or Fixed Assets?
      • Where do the assets live? ( exs. Page 1, Sch K, etc.)
    • Have they copied and pasted assets between activities?
      • From where to where? ( exs. Page 1 to Rent or Unassigned to Page 1)
    • Have they used the reassign assets feature?
      • From where to where? ( exs. Page 1 to Rent or Unassigned to Page 1)
    • Do they have any specially allocated assets?
      • Did they allocate the assets in the asset tab or in PDE?
    • Is there an amount in a greyed field for AMT items on any SepK? Which unit?
  4. Do they recall seeing any Orphan folders when they opened the client in UT?
  5. Have they accepted data IN via data share?
    • If yes, what data did they share IN? (Ex. ptrshp name, ptrs in PDE, etc.)
    • What application did it import from (Practice, CSA, another UT client, etc.)
  6. General idea of some data entry they’ve done?
    • Do they hit F8 to review prior data?
    • Have they deleted screen data on any screens?
      • If yes, which screens?
    • Did they enter data somewhere and then remove/copy it somewhere else?
    • Did they use the Reassign input screens feature?
    • Did they use the Reassign clients feature?
    • Do they allocate items on the i/s Ptr Alloc or in PDE?
02/05/18 1040 Federal 17.3.0 Notice 02/05/18 Notice "Error - Web Organizer Send Failed" While Sending Web Organizer from UltraTax to Onvio
Currently, there is an issue when printing a web organizer from UltraTax to Onvio if there is information in the Medical and Dental statement for the itemized deductions. For additional information, please review the TFS below.
02/01/18 1040 Federal 17.3.0 Notice 02/01/18 Notice Form 8867 Line 5

The wording of line 5 of Form 8867 has changed slightly by the IRS for 2017. If line 5 is marked as Yes, documentation is required. In Screen 8867 of the Credits input folder, the statement "Documents used to determine credit eligibility/amount" will allow you to list this documentation.

2017 Instructions for Form 8867

01/30/18 All Platform N/A Notice 01/30/18 Notice State returns not printing correctly when using Kyocera printers

There have been a couple of instances where state returns are not printing correctly when printing to a Kyocera printer. Customers have reported client data being blacked out and black squares printing on the tax returns. If you experience this, check for the latest version of your printer's print driver and install it. There was a report of Kyocera's support team issuing a patch to resolve the issue, but details have not been made available. If updating your print driver does not resolve the issue, we recommend contacting Kyocera's support team.  https://usa.kyoceradocumentsolutions.com/en/about-us/contact-us.html

01/30/18 All All N/A Notice 01/30/18 Notice Need help with your spring IRS deadlines?
If you're looking for answers to the most common UltraTax CS questions this spring, check out this Help & How-To Center topic: IRS spring deadlines toolkit - UltraTax CS.
01/29/18 All Platform 17.2.2 Verified 01/29/18 N/A Error when importing into UltraTax CS from an Onvio client

When importing from Onvio, if the Onvio client ID and or Onvio Client Name has a period (.) at the end, an error will appear when trying to import into UltraTax.

Beginning of error in UltraTax:

"Error: Unable to get Client Import file: http response 500 from (GET/api/integration/ut/v1/taxschedule-import-data?code=120717JETAid=43173F61423B4A8D969981D03C6F29E8name=120717 JET Chrome.]:

In this example the client name is 120717 JET Chrome. . If the period is removed after the name, the client will import as expected.

When importing from Onvio, if the Onvio client ID and or Onvio Client Name contain a slash ( / ), an error will appear when trying to import into UltraTax.

Beginning of error in UltraTax:

Error: Unable to get Client Import file:http response 500 from [Get /api/integration/ut/v1/taxschedule-import-data?code=120717JETAid=9793DAB3B5CF4EA88A88AD234854955Fname=120717 JET/Chrome]:

In this example, the client name is 120717 JET/Chrome. If the client is renamed to 120717 JET Chrome, the import will work as expected.

Other characters in the client name that may also cause issues # % & * + [ ] | \ : < > ?

01/11/18 1040, 1120, 1065, 1041 States 2017 Notice 01/29/18 Notice 2017 Inactive State E-filing
Please use the links to the TFS items to get updated information regarding when the states will be open for e-filing.
01/16/18 All Platform N/A Notice 01/24/18 Notice "No client data exists" \ "Unable to Decrypt File"

If a user receives this message on all clients and is on Windows 10, then it is likely they receive an error code 1709. This error is related to the Microsoft Creators update and with several recorded incidents, WebRoot Antivirus as well.

There are a couple potential fixes for this issue. See the TFS below for details.

If the user is not on Windows 10 and/or only receives this message for some clients, see UltraTax CS: Error - "Cannot open Client XXX: No data files exist for this client"

01/24/18 All All N/A Notice 01/24/18 Notice Phishing E-mail
There has been a confirmed phishing e-mail being sent to CS Professional Suite users from cs.service@thomsreuters.com. Below is a facsimile of the email being received.


Your account has been Approved, you are all set but do not forget to verify your CS Professional Suite Account.

CLICK HERE to verify your CS Professional Suite Account.

*Link Expires in 24 hours

If you speak with a customer that has received this e-mail, please contact the Support-Incident Management team.

01/18/18 1120 Federal 17.2.2 Notice 01/18/18 Notice 1120 Tax Law Changes

With the release of 1120 version 17.2.2, the Tax Projection Worksheet has been changed. Changes include: A flat 21% tax rate for 2018 and removing both the Domestic Production Activities and Alternative Minimum Tax fields.

01/18/18 1040 Federal 17.2.3 Notice 01/18/18 Notice 1040 Tax Law Changes

With the release of 1040 version 17.2.3, numerous tax law changes have been implemented. For details, see the UltraTax CS 1040 17.2.3 User Bulletin by opening the program and going to Help > Bulletins.

Here are some highlights: The Tax Projection Worksheets have been updated to reflect 2018 changes from the Tax Cuts and Jobs Act (TCJA). Numerous credits and deductions have expired.

Unless extended by legislation, certain tax credits and deductions that expired on 12/31/16 will not be calculated with this version of UltraTax/1040. Pending the outcome of future tax legislation, these credits may be available on a future update. See  User Bulletin 1040US-17.2.0: Update for a full list of credits and deductions.

12/20/17 All Platform Various Notice 01/18/18 Notice Depreciation Tax Law Changes

UltraTax CS Platform 17.2.2 was released 1/11/18 to address tax law changes to bonus depreciation. For details, see the UltraTax CS Platform 17.2.2 User Bulletin by opening the program and going to Help > Bulletins.

These changes have increased Bonus (168k) depreciation to 100% for Qualified property placed into service between 9/28/17 and 12/31/22. In addition to that, 'Qualified property' now includes USED assets as well as new ones.

UltraTax CS Platform 17.2.1 was released 12/27/17 to address tax law changes to bonus depreciation. For details, see the UltraTax CS Platform 17.2.1 User Bulletin by opening the program and going to Help > Bulletins.

01/12/18 All Platform N/A Notice 01/12/18 Notice Adobe Reader: Program Becomes Unresponsive after Viewing User Bulletins

There have been recent reports of UltraTax CS crashing when first opened, either after an update is applied or when trying to view the User Bulletins by going to Help > Bulletins. The errors reported are “UTW16.exe has stopped working” or “There is a Problem with Adobe Acrobat/Reader. If it is running please exit and try again (523:523)” or "The PDF File is from an untrusted location". There have also been reports of the program freezing and becoming unresponsive without producing an error.

This behavior appears to have started occurring with an Adobe update released on 1/10/17.

Potential Workaround: Some users have found that unmarking the "Enable Protected Mode at Startup option in Adobe Reader under Edit/Preferences/Security (Enhanced) has stopped the error from occurring.

01/12/18 1040 Platform 17.2.2 Notice 01/12/18 Notice Import from OnBalance
With UltraTax CS version 17.2.2 update, you can now import Schedule C information from OnBalance for your 1040 clients. To learn more, see Import from OnBalance.
01/02/18 1120 NC 17.2.0 Notice 01/02/18 Notice Annual Report vs Tax Return for 1120-NC tax year 2017
The annual report (Previously Form CD-479) may no longer be filed with the tax return (Form CD-405 or CD-401S) for tax year 2017. Annual reports should be filed online at the Secretary of State website, but may still be printed through the program and mailed to the Secretary of State, however, this is not the State's preferred method.

Also, the $25 annual report fee has been removed from forms CD-405 and CD-401S, Page 2.

Very important: Do NOT file the annual report or LLC annual report with the tax return that is sent to the NC DOR! It will not be considered a valid submission.

12/08/17 All Platform N/A Notice 12/08/17 Notice IRS e-Services account now requires two-factor authentications
As of December 10, 2017, all IRS e-Services users must register through Secure Access. Secure Access is Secure Access is a registration process to create an account that requires two-factor authentication. Once registered, returning users must enter their credentials (username and password) and a security code that is either texted to a mobile phone or accessed via the IRS2Go mobile app. For additional details, see IRS: Important details about your e-SErvices account.
11/28/17 All Platform N/A Notice 11/28/17 Notice Firm Delegate and license PIN

For security reasons, only a firm's licensee has access to make changes to the firm's phone number, address, name or license PIN. The firm Delegate role is not an option that can be assigned for firm's in the absence of the Licensee. This role is only available to firm's whose applications are licensed to the firm, and only certain firm types qualify to licensee their applications in this way. For details about the new delegate roles see, Modifying the firm delegate role. For details about firm types, see Internal: Firm types.

If a firm is requesting this role be assigned to an individual at their firm, please transfer these calls to Customer Service to review and determine if they qualify. Because the firm's licensing type determines whether they need to have an individual assigned to this role, in most cases if there is a Licensee assigned this will not be possible.

10/25/17 All Platform 2017 Notice 11/20/17 Notice Licensees must update the license PIN to complete 2017 UltraTax CS installation

New for 2017, the license PIN you use for your CS Professional Suite applications cannot match your firm's ZIP code. If your license PIN matches your ZIP code, your firm's designated Licensee or Delegate must update it to a secure PIN. For details, see Managing your license PIN.

This update is required to successfully complete the installation of 2017 UltraTax CS. If you have received a "Firm ID and PIN do not match our records" error message, contact your firm's licensee to obtain the correct PIN. For additional details about this error message, see License download failed: firm ID and PIN do not match our records.

11/17/17 All Platform All Open 11/17/17 N/A License PIN not saving / firm ID and PIN do not match

Communication was sent to firms in October explaining that they must update and/or verify their license PIN, as the PIN is no longer allowed to match the ZIP code. If a firm receives the CS Connect error that the firm ID and PIN do not match our records, they need to verify their PIN on the My Account page.

There have been reports of license PINs appearing to revert to the ZIP code after being updated. A fix for this issue was released 11.19.17. If a firm reports a "Firm ID and PIN do match our records" message in CS Connect, follow the instructions in the internal note of Troubleshooting license PIN update errors.

After troubleshooting, if the PIN is reverting to the firm ZIP code after updating it on our work with your departments CF to resolve the issue.

10/24/17 1040 Federal 16.3.8 Fixed 03/21/18 16.3.10 Disaster Tax Relief and Airport and Airway Extension Act of 2017
This act would change casualty loss thresholds, Itemized and Standard deduction thresholds, and other calculations such as the Earned Income Credit. We are currently waiting on the IRS to issue procedures for how to claim these items on the 2016 and 2017 returns. Stay tuned.
10/13/17 All Platform 2016 Notice 10/13/17 Notice E-filing disabled due to unverified EFIN

If you also own Accounting CS, using an unverified EFIN in Accounting CS for any Federal 94X form will disable e-filing for both applications. To find the unverified EFIN in Accounting CS choose Actions > Process Electronic Forms and click the Transmission Information button. If you use a separate EFIN to transmit your Federal 94X payroll tax forms, it must be verified before use in Accounting CS. For details, see E-file application summary required to electronically file payroll tax forms.

Due to continued downtime on the IRS e-Services site, some exceptions may be possible. If an e-file application summary is not accessible because of this and e-filing for UltraTax has been disabled due to an unverified EFIN in Accounting CS, work with the Customer Service Call facilitator for guidance.

09/08/17 All Platform N/A Notice 09/08/17 Notice User exists in TRID, but there is no TRUID in EMS. Contact Platform Development for resolution.”
To help us troubleshoot and figure out the cause of this error, please ask our customers: How these users were created and what steps were taken to register the user. Please provide as much detail as possible, and email the Support - UT Senior Specialists group.
06/09/17 1040 KS 2016 Notice 06/09/17 Notice Kansas 2017 tax law changes

Kansas has made significant changes to their tax laws for tax year 2017. These changes include new tax rates and the inclusion of Schedule C, Schedule E, and Schedule F income in Kansas AGI, among other things. Kansas has indicated that no taxpayer will be assessed penalties and interest arising from the underpayment of taxes due to changes in the individual income tax rates that become law on July 1, 2017, provided the underpayment is rectified on or before April 17, 2018.

Estimate amounts can be manually adjusted to account for changes. Choose the appropriate Estimates - declaration for 2017 code on Screen Est, in the KS Payments folder, and adjust as needed.

11/07/16 All GA 2016 Notice 01/29/18 Notice New Georgia direct deposit policy
The Georgia DOR has changed their direct deposit policy due to an increase in fraudulent requests for direct deposit refunds. Starting in tax year 2016, first time filers and those who have not filed in five or more years will not receive a direct deposit. Georgia will automatically issue a paper check.

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