2018 UltraTax CS

Preparing E-Files

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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.

Accepted forms and schedules

E-filing Form 1045, Application for Tentative Refund

E-filing Form 56, Notice Concerning Fiduciary Relationship

E-filing Form W-7

Form 1040X cannot be electronically filed

Form limitations for 1040 electronic filing

Form RRB-1099-R is now supported for electronic filing

Forms e-filed and require additional attachments to Form 8453

Forms not e-filed but attached to Form 8453

Forms not eligible for e-filing

Forms not included in e-file

Viewing forms approval status (including electronic filing)

Attaching documents

Attaching a Form 8949 substitute to Form 8453

Attaching Portable Document Format (PDF) files to electronic files

Attaching substitute broker statements to electronic files

Creating and attaching Portable Document Format (PDF) files of state returns to electronic files

Documents that can be attached to e-files as PDF files

E-filing footnotes and election statements

Filing and attaching Form 8865 to electronic files (1040)

MBT - Best practices for e-file attachments

MBT - Form MI-8879-MBT should not be attached

MBT - Federal forms required for attachment to MBT for e-filing purposes

PDF attachment report

Shareholder's basis worksheets and net operating loss worksheets

States that include state-specific election statements in the e-file

States which allow for explanatory notes within the electronic file

Submitting Form 8332 as a paper document attachment with Form 8453

Creating returns (incl. amended returns) and extensions

Data-entry guidelines and limitations

Bank account information differences - Screen Bank and Form 1040, Page 2

Configuring email notifications when electronically filed returns and extensions are accepted

Custom paragraph added to warn of rejected refund

E-filing footnotes and election statements

E-filing Form 1040NR

E-filing Form 2120, Multiple Support Declaration

Electronic filing guidelines for 1040 Screen 1310

Electronic filing guidelines for 1040 Screen Bank

Electronic filing guidelines for 1040 Screen ELF

Electronic filing guidelines for 1040 Screen Income

Electronic filing guidelines for 1040 Screen PIN

Electronic filing guidelines for 1040 Screen RAL

Electronic filing guidelines for 1040 Screens 114 and FrgnAcct

Entering a foreign address for electronic returns

Entering APO / DPO / FPO addresses for electronic returns

Entering data for 1040 electronic returns

Entering Form W-2 with combat pay exclusion for electronic filing

Field size limitations for 1040 electronic filing

Form 8878 or 8879 not printing when data in Screen PIN

General and form-related guidelines for 1040 electronic filing

General guidelines for Michigan Business Tax (Michigan MBT) electronic filing

General guidelines for Texas Franchise Tax electronic filing

Generating Form 4852 when filing electronically

More than 4 states reported on W-2

Multiple units of Form 2210, Page 4

Name of ERO field on IRS e-file Signature Authorization form is automatically completed

Print collations and e-files

Printing PIN forms and filing instructions

Sending source documents to the IRS and state agencies

State electronic filing modules available from Thomson Reuters

Diagnostic messages

Complete boxes B, C, & 15 (if applicable) on Screen W2, employer [name]

Description, country of residence, and description of income for line 1a are required on Screen 1116, unit xx

Enter a minimum of 330 foreign days for the taxpayer to qualify for physical presence

Invalid SSN or EIN entered for Form 2441 care provider, review input

Schedule F must have income or expense

Screen 1116, unit #, a description is required for amounts entered as 'definitely related expenses'

Screen 1116, unit #, a description is required for amounts entered as other deductions

Warnings after creating e-files

FinCEN Form 114 (FBAR)

Amending FinCEN Form 114 (FBAR)

Country code on Form 114 is different from the country code on the input screen

Deadline for electronically filing FinCEN Form 114 (FBAR)

Extending FinCEN Form 114 (FBAR)

Preparing FinCEN Form 114 (FBAR) for e-filing

Suppressing the FinCEN Form 114 (FBAR) electronic file

Payment options

UltraTax CS: 1040 Electronic payments

Cancel or change Electronic Funds Withdrawal

Direct deposit of tax preparer fees

E-filing Form 4868 (extension) and mailing a payment

Entering EFW data for estimated tax payments (return or extension)

Extension balance due payment by mail

Funds were not withdrawn on date requested

Incorrect bank information entered

Paying a balance due via EFW

Paying a balance due extension via EFW

Paying a partial EFW for a Form 9465 installment agreement

Paying estimated tax payments for Form 1040-ES via EFW

Payment by credit card for balance due returns and extensions

State general electronic filing information

Viewing state electronic filing information

Publications and contacts

IRS e-Help desk toll-free telephone number and hours of operation

Publication 2043, IRS Refund Information Guidelines for the Tax Preparation Community

State general electronic filing information

Viewing state electronic filing information

Signatures and PIN options

Auto-generating the signature date and taxpayer(s) PIN for electronic 1040 returns

Common Form 8879 (ELF PIN) FAQs

Overriding global Practitioner Personal Identification Number (PIN) option for specific 1040 electronic returns

Personal Identification Number (PIN) signature

Personal Identification Number (PIN) Program for 1040 electronic filing

PIN signatures with e-filed extensions

Practitioner PIN program

Printing 1040 Personal Identification Number (PIN) information without completing PIN data entry

Printing PIN forms and filing instructions

Required data for completing Screen PIN for 1040 electronic filing

Using the IRS e-file signature authorization for 1040 electronic filing

Using the Practitioner Personal Identification Number (PIN) signature

Using the self-select Personal Identification Number (PIN) signature

Using the Self-Select Personal Identification Number (PIN) with 1040 electronic extensions

Suppressing returns

Suppressing 1040 federal electronic files when creating state electronic files

Suppressing 1040 federal electronic extensions when creating state-only electronic extensions

Suppressing all state electronic files for the open return

Suppressing certain state electronic files for the open return

For additional electronic filing information, see the following topics.

Accepted forms and schedules

Accepted forms and schedules for 1120, 1120S, and 1120-F electronic returns

Form limitations for 1120 electronic filing

Forms not eligible for e-filing

Viewing forms approval status (including electronic filing)

Attaching documents

Attaching Portable Document Format (PDF) files to electronic files

E-filing footnotes and election statements

Filing and attaching Form 8865 to electronic files

Forms that can be attached to e-files as PDF files

MBT - Best practices for e-file attachments

MBT - Form MI-8879-MBT should not be attached

MBT - Federal forms required for attachment to MBT for e-filing purposes

Naming conventions for PDF files

Creating returns (incl. amended returns) and extensions

1120S Consolidated return e-file

Attached text included in e-file

Creating batch 1120 electronic extensions

Default E-filing print collation for 1120 returns

E-file extension quick chart

Form 7004 disqualifications

Pre-calculated penalties and interest included in return

Preparing 1120 amended returns for electronic filing

Preparing 1120 Consolidated returns for electronic filing

Preparing 1120 federal extensions for electronic filing

Preparing 1120 returns for electronic filing

Printing or electronically filing consolidated C Corporation extensions

Printing or electronically filing consolidated S Corporation QSSS extensions

Re-creating electronic files

There are no electronic files to error check

Troubleshooting tips if electronic file is not creating

Years supported for e-filing

Data-entry guidelines and limitations

Configuring email notifications when electronically filed returns are accepted

E-filing footnotes and election statements

Electronic filing guidelines for 1120 Screen 4562

Electronic filing guidelines for 1120 Screens 114 and FrgnAcct

Employer Identification Numbers (EIN) for foreign entities

Entering a foreign address for 1120 electronic corporate returns

Entering a foreign address for a shareholder in electronic corporate returns

Entering data for 1120 electronic returns

Field size limitations for 1120 electronic filing

Foreign country codes

Form limitations for 1120 electronic filing

General and form-related guidelines for 1120 electronic filing

General guidelines for Michigan Business Tax (Michigan MBT) electronic filing

General guidelines for Texas Franchise Tax electronic filing

Pre-calculated penalties and interest included in return

Print collations and e-files

State electronic filing modules available from Thomson Reuters

Diagnostic messages

The following fields are required when filing Form 5472…

Warnings after creating e-files

FinCEN Form 114 (FBAR)

Amending FinCEN Form 114 (FBAR)

Extending FinCEN Form 114 (FBAR)

Preparing FinCEN Form 114 (FBAR) for e-filing

Suppressing the FinCEN Form 114 (FBAR) electronic file

Payment options

Cancel or change Electronic Funds Withdrawal

EFT payment options in the filing instructions

Payment options for balance due returns

State general electronic filing information

Validity of Routing Transit Number

Viewing state electronic filing information

Publications and contacts

1120 IRS e-filing publications

Accessing IRS publications

E-filing mandate

IRS e-Help desk toll-free telephone number and hours of operation

State general electronic filing information

Viewing state electronic filing information

Signatures and PIN options

Automatic PIN generation

Signing 1120 returns for electronic filing

Suppressing returns

Suppressing 1120 federal electronic files when creating state electronic files

Suppressing certain state electronic files for the open return

Suppressing all state electronic files for the open return

For additional electronic filing information, see the following topics.

Accepted forms and schedules

Form limitations for 1065 electronic filing

Forms not included in the e-file

Viewing forms approval status (including electronic filing)

Worksheets not included in the e-file

Attaching documents

Attaching required documents to electronic files

Attaching Portable Document Format (PDF) files to electronic files

E-filing footnotes and election statements

Filing and attaching Form 8865 to the filer's electronic return

MBT - Best practices for e-file attachments

MBT - Form MI-8879-MBT should not be attached

MBT - Federal forms required for attachment to MBT for e-filing purposes

Creating returns (incl. amended returns) and extensions

Attached text included in e-file

Creating batch 1065 electronic extensions

Default E-filing print collation for 1065 returns

E-file extension quick chart

Form 7004 disqualifications

Form 8804 e-file

Preparing 1065 federal extensions for electronic filing

Preparing 1065 partnership amended returns for electronic filing

Preparing 1065 returns for electronic filing

Re-creating electronic files

There are no electronic files to error check

Troubleshooting tips if electronic file is not creating

Years supported for e-filing

Data-entry guidelines and limitations

Configuring email notifications when electronically filed returns are accepted

E-filing footnotes and election statements

Electronic filing guidelines for 1065 Screen 4562

Electronic filing guidelines for 1065 Screens 114 and FrgnAcct

Employer Identification Numbers (EIN) for foreign entities

Entering a foreign address for a partner for 1065 electronic returns

Entering a foreign address for a partnership for 1065 electronic returns

Entering data for 1065 electronic returns

Field size limitations for 1065 electronic filing

General and form-related guidelines for 1065 electronic filing

General guidelines for Michigan Business Tax (Michigan MBT) electronic filing

General guidelines for Texas Franchise Tax electronic filing

Print collations and e-files

State electronic filing modules available from Thomson Reuters

Diagnostic messages

Warnings after creating e-files

FinCEN Form 114 (FBAR)

Amending FinCEN Form 114 (FBAR)

Extending FinCEN Form 114 (FBAR)

Preparing FinCEN Form 114 (FBAR) for e-filing

Suppressing the FinCEN Form 114 (FBAR) electronic file

Payment options

Cancel or change Electronic Funds Withdrawal

Payment by credit card for balance due returns and extensions

Electronic payments

State general electronic filing information

Validity of Routing Transit Number

Viewing state electronic filing information

Publications and contacts

1065 IRS e-filing publications

Accessing IRS publications

IRS e-Help desk toll-free telephone number and hours of operation

State general electronic filing information

Viewing state electronic filing information

Signatures and PIN options

Automatic PIN generation

Signing 1065 returns for electronic filing

Suppressing returns

Suppressing 1065 federal electronic files when creating state electronic files

Suppressing all state electronic files for the open return

Suppressing certain state electronic files for the open return

For additional electronic filing information, see the following topics.

Accepted forms and schedules

E-filing Form 56, Notice Concerning Fiduciary Relationship

Form limitations for 1041 electronic filing

Forms not eligible for e-filing

Forms not included in e-file

Viewing forms approval status (including electronic filing)

Worksheets included in e-file

Attaching documents

Attaching substitute broker statements to electronic files

E-filing footnotes and election statements

Filing and attaching Form 8865 to electronic files

Form 8453-FE for 1041 electronic filers

MBT - Best practices for e-file attachments

MBT - Form MI-8879-MBT should not be attached

MBT - Federal forms required for attachment to MBT for e-filing purposes

Creating returns (incl. amended returns) and extensions

Amending e-filed returns

Creating batch 1041 electronic extensions

Default E-filing print collation for 1041 returns

E-file extension quick chart

Form 7004 disqualifications

Preparing 1041 amended returns for electronic filing

Preparing 1041 federal extensions for electronic filing

Preparing 1041 returns for electronic filing

Printing Form 8879F before creating the e-file

Re-creating electronic files

There are no electronic files to error check

Troubleshooting tips if electronic file is not creating

Years supported for e-filing

Data-entry guidelines and limitations

Configuring email notifications when electronically filed returns are accepted

E-filing footnotes and election statements

Electronic filing guidelines for Screen 1041

Electronic filing guidelines for 1041 Screen 1116

Electronic filing guidelines for 1040 Screens 114 and 114-2

Entering data for 1041 electronic returns

Field size limitations for 1041 electronic filing

General and form-related guidelines for 1041 electronic filing

General guidelines for Texas Franchise Tax electronic filing

Print collations and e-files

State electronic filing modules available from Thomson Reuters

Diagnostic messages

Warnings after creating e-files

FinCEN Form 114 (FBAR)

Amending FinCEN Form 114 (FBAR)

Extending FinCEN Form 114 (FBAR)

Preparing FinCEN Form 114 (FBAR) for e-filing

Suppressing the FinCEN Form 114 (FBAR) electronic file

Payment options

Cancel or change Electronic Funds Withdrawal

Direct deposit of refund

Electronic payment options

Payment by credit card for balance due returns and extensions

Payment options for balance due returns

State general electronic filing information

Validity of Routing Transit Number

Viewing state electronic filing information

Publications and contacts

IRS e-Help desk toll-free telephone number and hours of operation

State general electronic filing information

Viewing state electronic filing information

Suppressing returns

Suppressing 1041 federal electronic files when creating state electronic files

Suppressing all state electronic files for the open return

Suppressing certain state electronic files for the open return

For additional electronic filing information, see the following topics.

Accepted forms and schedules

Form limitations for 990 electronic filing

Viewing forms approval status (including electronic filing)

Attaching documents

Attaching Portable Document Format (PDF) files to electronic files

E-filing footnotes and election statements

Forms that can be attached to e-files as PDF files

MBT - Best practices for e-file attachments

MBT - Form MI-8879-MBT should not be attached

MBT - Federal forms required for attachment to MBT for e-filing purposes

Creating returns (incl. amended returns) and extensions

Amending e-filed returns

Attached text included in e-file

Creating batch 990 electronic extensions

Default E-filing print collation for 990 returns

E-file extension quick chart

E-filing Form 990-T

Electronic extension (Form 990-N)

Preparing 990 amended returns for electronic filing

Preparing 990 Extensions

Preparing 990 returns for electronic filing

Re-creating electronic files

There are no electronic files to error check

Troubleshooting tips if electronic file is not creating

Years supported for e-filing

Data-entry guidelines and limitations

Attached text and preparer notes

Configuring email notifications when electronically filed returns are accepted

Data-entry guidelines for 990 electronic returns

Data-entry guidelines for addresses

Data-entry guidelines for foreign country codes

E-filing footnotes and election statements

Electronic filing guidelines for 990 Screen 4562

Electronic filing guidelines for 990 Screens 114 and 114-2

Employer Identification Numbers (EIN) for foreign entities

Entering data for 990 electronic returns

Fields designated as ELF only

General and form-related guidelines for 990 electronic filing

Print collations and e-files

Purpose of name, business and address line (ELF) fields

FinCEN Form 114 (FBAR)

Amending FinCEN Form 114 (FBAR)

Extending FinCEN Form 114 (FBAR)

Preparing FinCEN Form 114 (FBAR) for e-filing

Suppressing the FinCEN Form 114 (FBAR) electronic file

Payment options

Cancel or change Electronic Funds Withdrawal

Bank information for Electronic Funds Withdrawal (EFW)

Payment by credit card for balance due returns and extensions

State general electronic filing information

Validity of Routing Transit Number

Publications and contacts

990 IRS e-filing publications

Accessing IRS publications

IRS e-Help desk toll-free telephone number and hours of operation

State general electronic filing information

Signatures and PIN options

Automatic PIN generation

Signing 990 returns for electronic filing

Suppressing returns

Suppressing 990 federal electronic files when creating state electronic files

Suppressing all state electronic files for the open return

Suppressing certain state electronic files for the open return

For additional electronic filing information, see the following topics.

Accepted forms and schedules

Viewing forms approval status (including electronic filing)

Attaching documents

Attaching Form 7004 to e-file

Attaching Portable Document Format (PDF) files to electronic files

Attachment title

E-filing footnotes and election statements

Creating returns (incl. amended returns) and extensions

Default E-filing print collation for 5500 returns

E-file extension quick chart

E-filing Form 5330

E-filing Form 5500-EZ

Preparing 5500 amended returns for electronic filing

Preparing 5500 returns for electronic filing

Re-creating electronic files

Return Acknowledgement Identification Number

There are no electronic files to error check

Troubleshooting tips if electronic file is not creating

Years supported for e-filing

Data-entry guidelines and limitations

Configuring email notifications when electronically filed returns are accepted

E-filing footnotes and election statements

E-filing Form 5330

Entering data for the same employer / sponsor and plan administrator

General and form-related guidelines for 5500 electronic filing

Print collations and e-files

Signatures and PIN options

Attachment title

Electronically filing Form 8955-SSA

Message received - The User ID / PIN combination entered is invalid or not a filing signer type

Signing 5500 electronic returns

Suppressing returns

Suppressing all state electronic files for the open return

Suppressing certain state electronic files for the open return

For additional electronic filing information, see the following topics.

Accepted forms and schedules

Accepted forms and schedules for Form 2290 electronic returns

Viewing forms approval status (including electronic filing)

Attaching documents

Attaching Portable Document Format (PDF) files to electronic files

E-filing footnotes and election statements

Forms that can be attached to e-files as PDF files

Creating returns (incl. amended returns), extensions, and electronic files

Attached text included in e-file

Default E-filing print collation for 2290 returns

Preparing 2290 amended returns for electronic filing

Preparing 2290 electronic returns

Filing 2290 returns electronically

Re-creating electronic files

There are no electronic files to error check

Troubleshooting tips if electronic file is not creating

Years supported for e-filing

Data-entry guidelines and limitations

E-filing footnotes and election statements

Entering a foreign address for 2290 electronic corporate returns

Field size limitations for 2290 electronic filing

Print collations and e-files

Diagnostic messages

Warnings after creating e-files

Payment options

Payment options for balance due returns

Validity of Routing Transit Number

Publications and contacts

E-filing mandate

IRS e-Help desk toll-free telephone number and hours of operation

Signatures and PIN options

Automatic PIN generation

Signing 2290 returns for electronic filing

For additional electronic filing information, see the following topics.

E-File Help Center

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