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.

Question

How are source documents sent to the IRS and state agencies?

Answer

Data in source documents that have federal and/or state withholding, such as Forms W-2, W-2G, and 1099-R, is included in the electronic file when you create the file, but you must enter demographic information (for example, the Employer Identification Number [EIN] and address) that was not necessary when paper filing the return.

For example, you must complete Form W-2, boxes B and C to include the EIN and address in the electronic representation of Form W-2. Once you enter this information, the information will proforma to the following year. In addition, the data sharing feature in UltraTax CS automatically completes this demographic information for employers who are common among your clients, which eliminates the need to send the paper version of these source documents to the IRS and state agencies.

Related topic: 1040-US ELF: Electronic filing FAQs

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