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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.

To prepare a partnership amended return for electronic filing, complete the steps below.

1. Amend the client's tax data as necessary, making sure you adhere to the guidelines for entering data.
2. Open Screen 1065 in the General folder.

3. Click the statement dialog button for the Amended return field, and enter the reason for the amended return in the statement dialog.

   Note: When you enter this information, UltraTax CS marks the Amended return checkbox on Form 1065 and on each Schedule K-1 for each partner.

4. Click the Electronic Filing folder to open Screen ELF or Screen ELFFP.
5. Confirm that the File this return electronically field is marked.
6. Enter a new Signature date of partner signing return field. Note that the IRS requires that you complete this field.
7. If you use the Practitioner PIN option to electronically sign the return, enter the Personal Identification Number (PIN) information in Screen ELF. If you use the scanned Form 8453 option, leave these fields blank.

8. If you are not preparing an electronic amended return for a state return as well, enter X in the Suppress the creation of: State electronic files when only filing the FinCEN 114 or federal partnership return or extension electronically field.

   Note: When you create the federal electronic file, UltraTax CS automatically creates the state electronic file, if appropriate. UltraTax CS generates a state FYI diagnostic message that indicates a state electronic file was suppressed, if applicable. You can file a paper return for the state and suppress the creation of the state electronic file. With the exception of Portable Document Format (PDF) attachments for electronic files, the IRS will not permit you to submit additional paperwork to the taxing authority.

9. Choose View > Diagnostics to review the diagnostic messages in the Federal Diagnostics window. Click any item displayed in the window to open the corresponding screen to address the diagnostic message. Verify that you have cleared the Critical and ELF Critical diagnostic messages and have reviewed the FYI diagnostic messages, and then close the Federal Diagnostics window.
10. By default, the forms that print in the government collation include only the forms required to be submitted to the taxing authority when you file an electronic return. To modify this collation, choose Setup > 1065 Partnership to open the 1065 Product Information dialog. Then, click the desired tab (Federal or state), and click the Tax Return button to modify the print collation for all electronic returns. For information about editing these collations, see Customizing the print collation for returns filed electronically. Thomson Reuters strongly recommends that you use the default collation. This will not affect which forms are included in the electronic file.
11. If desired, Thomson Reuters can send the client an email notification on your behalf when the federal and state (if applicable) returns and extensions are accepted. You must select this option in the client's return before you create the electronic file. For information about how to configure a client to have UltraTax CS send an acceptance email notification, see Configuring email notifications when electronically filed returns and extensions are accepted.
12. Choose File > Print Returns or click the Print Returns button to open the Print Returns dialog.

13. Mark the Government copy and the Create electronic file checkboxes.

    Notes

    • To create the electronic file for the return or check the return for electronic filing errors without printing forms, mark only the Government copy and Create electronic file checkboxes and leave the Paper checkbox unmarked in the Print Returns dialog.
    • If you use a third-party application vendor to transmit returns, mark the Create electronic file (for 3rd Party) checkbox to create the electronic file. The third-party vendor is responsible for checking for errors.
14. Click the Options button, and verify that the appropriate federal and any state checkboxes are marked.

    Note: If you are creating an electronic file for only FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), clear the Federal and any state checkboxes, and only mark the Report of Foreign Bank and Financial Accounts (FinCEN Form 114) checkbox.

15. To create electronic files for multiple clients at the same time, click the Clients button and select the appropriate clients.
16. Click the Check E-File or the E-File button. When you click the Check E-File button, UltraTax CS checks for errors in the electronic file, but does not create the electronic file. When you click the E-File button, UltraTax CS checks for errors in the electronic file and creates the electronic file if no errors are present.

For information about resolving electronic filing errors and rejections, see the E-File Help Center > Resolving E-File Errors > 1065 Partnerships page.

Related topic: Creating the 1065 electronic file and correcting errors overview

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