Sending e-file rejection notifications to the assigned preparer, reviewer, or staff member

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

You can configure UltraTax CS to automatically send email notifications of rejected e-files to the assigned preparer, reviewer, staff member, or to the firm email address. To do, complete the following steps prior to creating electronic files. (These settings apply to all subsequently created e-files, but won't generate the automated notifications for e-files created before the settings were enabled.)

Note: To receive these e-file rejection notifications, the preparer, reviewer, or staff member must be assigned to the tax return and have a valid email address entered in the appropriate tab (Preparers, Reviewers, or Staff) on the Setup > Office Configuration dialog. 
  1. Choose Setup > Client Communications and click the ELF / eSign Options button.
  2. In the ELF /eSign Options dialog, mark the desired checkboxes (Firm, Preparer, Reviewer, and Staff) in the ELF Rejection settings group box. 
  3. Click OK twice to close the ELF / eSign Options dialog and the Client Communications dialog. 

Proceed to create and transmit electronic files as you would normally. If any of the transmitted e-files are rejected by the relevant taxing authority, UltraTax CS will send the automated rejection email to the addresses selected on the ELF / eSign Options dialog. 

Related topics

Prepare electronic files

Transmit and track electronic files

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