New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
The following includes answers to common questions about electronic filing.
General
Do I need to file an application to file returns electronically?
How many years of returns does the IRS support for electronic filing?
How is the name control determined?
Which IRS publications should I review for UltraTax/990 electronic filing?
How do I sign a return that is being filed electronically?
FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR)
How do I extend FinCEN Form 114 (FBAR)?
Do I need to register with the BSA E-File System to file FBAR / FinCEN Form 114 through UltraTax CS?
How do I suppress the FinCEN Form 114 (FBAR) electronic file?
Can prior-year FinCEN Forms 114 be electronically filed using UltraTax CS?
Extensions
Can I electronically file 990 extensions?
How do I create a batch of electronic extensions?
PDF attachments
Which forms can I attach as a PDF file to the electronic file?
How do I attach a Portable Document Format (PDF) file to the electronic file?
States
Do states have electronic filing application requirements?
Previously filed returns
Can I electronically file amended returns?
What do I need to consider when resubmitting an electronically filed return or extension?
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