2018 ULTRATAX CS
Question
How does UltraTax CS warn me to not enter data in a return after the return's electronic file has been created and is ready for transmission?
Answer
UltraTax CS warnings include the following:
- The Electronic Filing tab in Utilities > CS Connect shows a red exclamation point (!) preceding the Client ID column for clients whose data has changed since the creation of the electronic file.
- UltraTax CS displays a warning dialog if you open a client's return for whom the ELF file created status event has been logged.
Note: UltraTax CS automatically marks the ELF file created status event by default. To access this electronic filing event and other status events, click the Discourage Access button on the Setup > Office Configuration > Status tab.
If you create an electronic file and subsequently change the tax return, you must re-create the electronic file before you transmit the return.