Creating printable reports of 'stale' electronic files affected by the "ten-day rule" for state returns

Alerts and notices

You can use the following electronic filing reports to help identify state electronic files that will be rejected due to being created in an outdated version of an UltraTax CS state product. These e-files are considered "stale" if they were created in an outdated version state product and if more than ten business days have passed since the current version was released. (This is also known as the "10 day business rule.")

For details on resolving stale e-files, see "Ten-day rule" for state electronic filing.

The Electronic Filing tab on the Utilities > CS Connect dialog displays the word "STALE" next to any pending e-files that are affected by the ten-day rule. The following reports are a way to create a printable list that may help identify these files.

Identify all e-files that were created, but not transmitted

This report creates a list of all electronic files that you have created but have not yet transmitted. This list can help identify e-files that you created some time ago which could be stale and may need to be re-created.

  1. In UltraTax CS, choose Utilities > Client Listing reports.
  2. Select the Client ELF Summary option and then click Continue.
  3. Click Modify and click the second option in the Modify Event Focus dialog.
  4. Select "Logged" from drop-down list next to the second option, then open the At event drop-down list, click ELF Events, and select "ELF file created."
  5. Click the Another button.
  6. Click the second option in the Modify Event Focus dialog.
  7. Select "Not Logged" from the drop-down list next to the second option, then open the At event drop-down list, click ELF Events, and select "ELF file transmitted to CS."
  8. Click Select to move the clients that meet this criteria to the right pane, then click either the Preview or Print button to view or print the report.

Identify all e-files that were rejected in addition to those created but not transmitted 

This report creates a list of all electronic files that have been rejected as well as those e-files that have not been transmitted. This list can help identify e-files that may have been rejected due to the ten-day rule.

  1. In UltraTax CS, choose Utilities > Client Listing reports.
  2. Select the Client ELF Summary option and then click Continue.
  3. Click Modify and select the second radio button in the Modify Event Focus dialog.
  4. Select "Logged" from drop-down list next to the second option, then open the At event drop-down list, click ELF Events, and select "ELF file created."
  5. Click the Another button.
  6. Select the second radio button in the Modify Event Focus dialog.
  7. Select "Not Logged" from the drop-down list next to the second option, then open the At event drop-down list, click ELF Events, and select "ELF ACK received, return accepted." 
  8. Select all the clients that meet this criteria to the right and select Preview or Print.

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