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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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.

10/11/18 All LA Notice Notice 10/11/18 Notice Louisiana MeF acknowledgements
We are seeing delays with Louisiana e-filing acknowledgements. We are in contact with the state regarding this issue. The returns are transmitting to the agency with proper timestamp. Once the state fully processes these returns, you will be able to download the acknowledgements through CS Connect. There is no ETA of this at this time.
10/10/18 All Platform Notice Notice 10/10/18 Notice Hurricane Michael Disaster Relief

Thomson Reuters offers assistance for customers affected by a disaster. To read more about the program and what it includes, see Disaster Recovery Assistance. If you need to participate in this program, call 800.968.8900.

For the latest from the IRS on affected taxpayers in disaster areas, see Tax Relief in Disaster Situations. If you need instructions on preparing a tax return for a client affected by a disaster, see Disaster procedures in UltraTax CS.

10/09/18 1040 e-file 17.3.9 Notice 10/09/18 Notice 1040 e-file error: F8962-007-02

The IRS has explained that this e-file rejection is an erroneous rejection and an issue on their end. Until the IRS corrects this error, any returns rejected with rule F8962-007-02 will have to filed on paper.

10/04/18 All Platform 17.3.8 Notice 10/04/18 Notice Multi-Factor Authentication Enhancements

There have been several enhancements and features added to the Multi-Factor Authentication.

1. The ability to pair more than one device with your login to the software.

2. MFA display cards are now available which generate access codes. They are available for purchase from Forms CS.

3. Temporary Emergency access (disaster) codes can be generated and printed.

Click on any of these items to see further details.

10/02/18 All Platform 17.3.8 Fixed 10/02/18 N/A Authentication Problems and Positioning
On Monday October 1st we experienced problems with our authentication systems around 3:30pm EST which resulted in sign in failures to the programs. Around 5pm EST the sign in issue was resolved however firms were still unable to transmit electronic returns until 7:30pm EST due to additional issues with Multi Factor Authentication. We understand that this outage occurred on the 1041 extended deadline. Please apologize for the inconvenience. However, this disruption only lasted for 4 hours. For a majority of the day and evening the system authenticated normally and allowed for Electronic return transmissions.
10/1/18 Notice Notice Notice Notice 10/01/18 Notice

Fixed - MFA, Netlinksolution.com, and Onvio issue

Update - This issue has been corrected

We are currently experiencing technical difficulties that may affect Netlink solutions, Multifactor Authentication, and Onvio. The appropriate teams are aware and are working to resolve as quickly as possible  We apologize for any inconvenience. For the latest status, visit the Online Product Status page.

09/14/18 All Platform N/A Notice 09/14/18 Notice CS Connect Errors/Crashing
We have had numerous reports of CS Connect crashing, freezing, and not transmitting returns. Also errors such as "An error occurred locating the CS Connect server. In many cases, this has been tied to AVAST Antivirus. They appear to be blocking the Connect window from appearing. Others have reported that closing and opening the program again has allowed firms to transmit returns normally. See CS Connect: Error while locating CS Connect server for additional information that can be shared with customers.
09/14/18 1065 Alabama (AL) 17.3.3 Verified 09/14/18 N/A E-File Error: Schedule P rejections - Rules AL65-015a and Rule SP- AL65-001
If a user is receiving an AL rejection regarding Schedule P amounts not matching page 1 of the return please review the following TFS.
09/12/18 All Platform Notice Notice 09/12/18 Notice Hurricane Florence Disaster Relief

Thomson Reuters offers assistance for customers affected by a disaster. To read more about the program and what it includes, see Disaster Recovery Assistance. If you need to participate in this program, call 800.968.8900.

For the latest from the IRS on affected taxpayers in disaster areas, see Tax Relief in Disaster Situations. If you need instructions on preparing a tax return for a client affected by a disaster, see Disaster procedures in UltraTax CS.

09/12/18 All Platform N/A Verified 09/12/18 TBD NetFirm CS Emergency access codes staying active too long.

The emergency access codes for NetFirm CS are acting like a 24 hour access code right now. If you use an emergency code to log in, remove all devices, turn off MFA, and then log back in; you'll be prompted to check your device. The best way to get around this is to use up all 10 of the emergency access codes. After the last one has been used up, MFA will turn off (as long as there isn't a TR-provided access code active).

Remember! With MFA inactive, e-files cannot be transmitted from UltraTax CS.

The way it is supposed to work is that after all devices have been removed from an account, all access codes should also be removed so the customer does not have to complete MFA at the next login.

09/11/18 Platform All NA Open 09/11/18 NA MFA Prompts/E-filing Setup MFA TRID
There have been numerous reports of issues with users having MFA enabled but it not triggering at sign-in to the application and/or when E-filing and indicating to setup MFA although setup and prompts when accessing cs.tr.com. Please see items to troubleshoot below.

1. Verify Platform is up-to-date.

2. Verify IE is up-to-date and meets system requirements. Also confirm that under Tools > Internet Options > Advanced settings under the Security section TLS 1.0, TLS 1.1, and TLS 1.2 are marked.

3. Verify browser and firewall configuration items are setup.

09/06/18 All KY Notice Fixed 10/2/18 Notice Kentucky MeF acknowledgement issues

The Kentucky MeF system is now operational.

As of 9/6/18, Kentucky MeF is not operational for individual, business and estate/trust downloads and acknowledgements. Kentucky is in the process of replacing the Production certificate, but they do not have an ETA on when production will resume. We are still transmitting e-filed returns to the agency with a proper timestamp, however you will not receive an acknowledgement until Kentucky is operational, can download the returns in queue and send the acknowledgements. You can track Kentucky's status on their website.

09/10/18 All CO Notice Notice 09/10/18 Notice Colorado MeF Technical Issues
Colorado is experiencing technical issues with IRS communications and MeF transmissions. The state is working to resolve the issue as soon as possible and returns transmitted will have significant delays in acknowledgements. Please continue to wait for the processing of Colorado returns and as soon as acknowledgements are issued by the state they will be made available within UltraTax CS.
09/06/18 1065 DC 17.3.1 Verified 09/06/18 2018 UltraTax Schema Error: Missing data in tag FinancialTransaction > StatePayment > RoutingTransitNumber
When entering EFW information for estimate payments, bank information may not properly populate the e-file contents producing DC-1065 Schema Error: Missing data in tag FinancialTransaction > StatePayment > RoutingTransitNumber. This will be corrected in 2018 UltraTax CS. Please see the workaround steps noted below.

1. Change "Form D-30ES - declaration for next year" on screen DCEst from code 5 to code 9.

2. Enter amounts for all payments (1st, 2nd, 3rd, and 4th).

3. On screen DCELF, enter "D-30ES estimates requested payment date" for all payments (1st, 2nd, 3rd, and 4th).

4. The estimate financial transaction sheet will fill out with all quarters.

5. Create the estimate electronic efile.

6. Important: Only submit the desired quarters when electronically filing. Otherwise this will result in erroneously filed estimate payment amounts.

09/06/18 1040 DE 17.3.1 Verified 09/06/18 2018 UltraTax Economic Development Credit
Form 700, Page 1 for the Economic Development Credit will not properly compute line 11 in certain situations. Workaround is to override line 11 accordingly with proper amounts. This will be corrected in 2018 UltraTax CS.
08/30/18 1041 MA 17.3.2 Verified 08/30/18 2018 UltraTax 1099R Withholding
On a Simple Trust with a 1099R distribution that contains state withholding for Massachusetts, the withholding is not flowing to the 2K-1, page 2 line 36. The workaround is to override the form with the applicable amount. This will be corrected with 2018 UltraTax CS.
08/30/18 1041 Federal 17.3.6 Verified 08/30/18 2018 UltraTax Schedule E, Page 2, Section 751 Statement
In the K1 1065, 1120s Folder, K1 Screen, if you enter "Various" in the Section 751 Information statement dialog, the required statement that prints for Schedule E, Page 2 will print the date as 99/99/99. The workaround is to enter an actual date rather than using "Various". This will be corrected for 2018 UltraTax CS.
8/20/18 Platform All Notice Notice 8/20/18 Notice Thomson Reuters Authenticator app update for Android devices

The Thomson Reuters Authenticator app version 1.3.140 was released for Android devices in the Google Play Store and the Amazon Store. The update configures Android devices with OS version 5.0 and lower to use the updated security and encryption of TLS v1.2. Android devices with OS version 5.0 and higher are pre-configured with these security settings and are not affected by this update.

08/14/18 Platform All N/A Open 08/14/18 N/A Enabling MFA on NetStaff prevents SSO from working

NetStaff users who have enabled MFA may experience being prompted to sign in when opening or printing to FileCabinet CS despite having an existing active session in other CS Professional Suite applications. Most often, this is caused by the CS Web and NetStaff accounts having the same login. Complete the steps below to work through the issue.

  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.

08/09/18 Platform All Notice Notice 08/09/18 Notice User experience enhancements for CS Professional Suite

As a CS Professional Suite customer, we are informing you that as part of our ongoing efforts to address the evolving cybersecurity landscape, in early August 2018 we will update UltraTax CS to include multi-factor authentication (MFA) user experience improvements, enhancements to our file encryption-at-rest process, and updates for global data privacy requirements. This update follows our implementation of MFA in all CS Professional Suite products in February 2017, with further enhancements in 2018 including requiring MFA to electronically file tax returns. This update will require no action on your part.

There will be an "Encrypting data sharing" dialog that appears the first time a customer opens UltraTax 2017. If customers ask about this dialog, our positioning statement is: "This is part of our file encryption-at-rest process enhancements related to this update." This is a one-time process that will take 3 seconds/client for desktop installations and a little longer for VO/SaaS.

With this update, data sharing information out of UltraTax CS 2017 to other CS applications will be collected and held until an update later this month, at which point the information collected will be data shared as usual. Prior versions of UltraTax (16 and earlier) will not data share to or from other CS applications in any environment.

As part of this update, customers may be prompted to update .NET framework or their web browser. If so, have them follow the prompts on their screen. Customers will be given a link to Installing an updated .NET Framework. Direct customers to their IT professional if they need additional assistance updating .NET or their web browser.

08/01/18 1040 NJ Notice Notice 08/01/18 Notice 2018 New Jersey Tax Amnesty
The 2018 New Jersey Tax Amnesty will provide an opportunity for eligible taxpayers to file and pay their past due taxes with reduced interest and no penalties. For more information refer to the State Website.
07/31/18 1041 ND 17.3.0 Verified 07/31/18 2018 UltraTax Form 38, Schedule BI
Form 38, Schedule BI, Column 5 will not calculate for a nonresident trust beneficiary although applicable. The workaround is to change the entity type for the beneficiary to an individual. This will allow for the calculation of Columns 5 - 7. Then override the entity type in Column 3 of Schedule BI to the proper entity type. Lastly, override the entity type on the Schedule K-1 for Part 2, item F. This will be corrected for 2018 UltraTax CS.
07/31/18 1120 LA 17.3.4 Verified 07/31/18 2018 UltraTax LA Form R-6411
LA Form R-6411 is not carrying to Form LA 620, page 2 correctly when applicable. This will be addressed in 2018 UltraTax CS. Workaround is to override page 2 field as needed.
07/31/18 1040 ID 17.3.1 Verified 07/31/18 2018 UltraTax E-file Rejection (rule STATE-004)
Idaho MFS returns with the rejection (rule STATE-004) that have the error "Incorrect Data: If the State Submission is linked to a 1040NR Federal return, then Spouse SSN in the State Submission Manifest must not have a value.", will need to be paper filed for UltraTax CS 2017.
07/25/18 Notice Notice Notice Notice 07/25/18 Notice ComplyRight Notices
Several firms have reached out regarding ComplyRight notices they have received for their business clients. There is not an affiliation with the CS Professional Suite and ComplyRight. Firms will need to further investigate the matter on their end with their business clients and items that may be related with the company including contacting ComplyRight regarding the notice and impacts. The matter is outside our scope of support and not a breach with Thomson Reuters. For more information, direct firms to ComplyRight Data Security Incident Notice.
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.
07/02/18 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.

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.
06/21/18 706 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.

06/05/18 1120/1040 Federal 17.3.9 Fixed 09/10/18 17.3.11 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 Fixed 10/4/18 Notice Resolved: Enabling MFA on NetStaff prevents SSO from working OR error when attempting to eFile from UT saying MFA is not enabled

This was resolved with an update on 10/4/2018. 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 on both accounts.
  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 Fixed 08/10/18 17.3.6 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 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 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.

04/12/18 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.
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.

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

01/29/18 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 # % & * + [ ] | \ : < > ?

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.

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.

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.

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