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The E-File Error Report dialog provides a comprehensive list of the error conditions that exist within an electronic return. UltraTax CS generates the E-File Error Report during the print process when electronic files are being created. The report lists errors for all federal or state electronic files that contain errors.
The E-File Error Report dialog opens if UltraTax CS encounters errors when an electronic file is being created. You can also open this dialog by clicking the drop-down arrow on the Print Preview button 
and selecting Check E-File.
- Summary tab - This tab displays a list of clients' returns that passed and failed electronic filing error checking.
- Detail tab - This tab lists electronic filing error conditions.
Fields & buttons
In the Detail tab, click the Error Code Specifics button to view additional information regarding the electronic file and the highlighted error condition. This information is useful to diagnose what you will need to correct in the return or what you will need to provide to our Support representative, if necessary. Click the Error Code List button to return to the complete list of error conditions.
Click these buttons to move forward or backward through the list of error conditions.
Note: These buttons are available only after you click the Error Code Specifics button to view specifics of an error condition.
This window lists information regarding the erroneous electronic file(s).
Error Code List view lists the client's ID, client's name, the entity of the electronic file, the postal code for the state return that contains the error (or US for federal), the error code number, and a description of the error. The error code number and description are taken from the taxing authority's electronic filing publications and represent the same tests that the taxing authorities apply to electronic files they receive.
Error Code Specifics view lists the same information you can view in Error Code List view, as well as the data from the return that caused the error condition, the form number, the page, and the location where the error occurred. The text window at the top of the dialog displays the error number and description from the taxing authority. To browse the errors in Detail view, click the Previous and Next buttons in the upper-right corner of the dialog.
Note: All errors in the electronic file must be addressed before the file can be transmitted electronically to the applicable taxing authority. If the errors are not addressed, a paper return must be filed.
This text pane displays the description of the selected error. The text to the right of this pane displays the appropriate client ID, name, and error code number for the selected error. Note that this pane appears only in Detail view.
These text fields display the ID and name of the client whose electronic file contains the errors listed in the Error message list.
Note: These fields appear only after you click the Error Code Specifics button to view specifics of an error condition.
This text field displays the error code number for the selected electronic file error.
Note: This field appears only after you click the Error Code Specifics button to view specifics of an error condition.
Click this button to print the error report that opens in the error list window in this dialog. Use this report to correct any existing errors on the return. After you correct all of the errors, generate a new electronic file to ensure all errors have been addressed.
Note: If you clicked the Preview button in the Print Reports dialog to check for errors before creating the electronic file and, also, marked the Government copy, Client copy, or Preparer copy checkbox, you will not be able to print the E-File Error Report. You must clear these checkboxes in the Print Reports dialog to print the E-File Error Report.
Click this button to delete the electronic file that contains errors and to close the E-File Error Report dialog. After you correct the errors listed in the E-File Error Report, you can repeat the steps to create the electronic file.
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