2018 UltraTax CS
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.
To correct errors in the electronic file, follow these steps.
Note: If you are using a third-party application vendor to transmit the return, refer to the vendor's error-checking report. For information on resolving the errors, refer to the third-party application vendor's instruction manual.
- Determine whether UltraTax CS found the errors or the taxing authority rejected the return.
- If UltraTax CS found the errors during the print process, click the Print Report button in the E-File Error Report dialog, review the error report, and determine what needs to be corrected in the client's return. Click OK. Note that all errors must be corrected. UltraTax CS does not create the electronic file until the error-checking process is completed without errors.
- If the taxing authority rejected the return, see Viewing the taxing authority's reject codes / business rules for electronic returns and review the text in your acknowledgment to determine what needs to be corrected.
- In UltraTax CS, correct the errors via the appropriate input screens.
Tips
- When you enter data, you can use the Tax Subject Index (TSI) to determine where to enter specific tax data.
- You can also review the Frequently Asked Questions.
- Recreate the electronic file.
- If the return contains additional errors or is rejected again by the taxing authority, repeat steps 1 - 3.
The IRS has implemented a name control field for payer names on Forms W-2, W-2G, W-2PR, FEC, 1098-C, 1099R, and 2439; the partnership's name on Form 1065; the corporation name on Form 1120/1120S; the organization's name on 990/990-EZ/990-PF; the trust or estate name on Form 1041; and the name on Form 2290. UltraTax CS calculates the name control based on the name entered in Screens W-2, W-2G, FEC, 1098C, 1099R, and 2439; the partnership's name entered in Screen 1065; the corporation's name entered in Screen 1120; the organization's name entered in Screen 990 or 990-PF; and the family name for electronic filing name control entered in Screen 1041. If the calculated value does not equal the name control value in the IRS database, the IRS rejects the return. You should then either correct the name in the input screen or override the name control on the respective form in UltraTax/1040; in Screen ELF in UltraTax/1065, UltraTax/1120, UltraTax/990, or UltraTax/1041; or in Screen 2290 in UltraTax/2290. Due to the complicated nature of the name control specifications, UltraTax CS may have difficulty calculating the name control correctly for payers who are partnerships, trusts, or corporations.
Tip: The IRS does not accept an electronically filed return under certain conditions. UltraTax CS and other error-checking utilities incorporate these guidelines to ensure that the IRS accepts the electronic files created by UltraTax CS. Please refer to your copies of the following publications.
- 1040: IRS Publication 1345, Handbook for Authorized IRS e-file Providers of Individual Income Tax Returns
- 1120, 1065, 1041, 990, and 2290: IRS Publication 4163, Modernized e-File Information for Authorized IRS e-file Providers for Business Returns, and IRS Publication 4164, Modernized e-File Guide for Software Developers and Transmitters
- 5500: Refer to efast.dol.gov for more information.
Related topics
- Creating electronic files and correcting errors overview
- E-File Help Center > Resolving E-File Errors
Video: Resolving IRS Master File rejections (approx. 3.5 minutes)
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