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.

If you need to correct errors in a return for which you have already created an electronic file, you must correct the errors and then re-create the electronic file, overwriting the existing file. To re-create an electronic file, follow these steps.

1. Review and correct any data issues indicated in the UltraTax CS diagnostic messages, if necessary.

   Note: To view diagnostic messages in UltraTax CS, choose View > Diagnostics, or press CTRL+D.

2. Choose File > Print Returns.
3. Mark the Create electronic file checkbox.
4. Click the Print or the E-file button.
5. Click the Recreate the e-file and print to any other selected destinations option in the E-File Exists dialog.
6. Click OK to overwrite the existing electronic file.
7. Correct all electronic filing errors.

   The following three types of errors appear in the E-File Error Report dialog.

   • CS errors - Errors that begin with CS report incomplete data entry, usually a result of ELF Critical diagnostics, such as the incomplete Screen PIN diagnostics. For example, 1040 error CSUSL, Return does not qualify for PIN for the following reasons: ERO PIN is required on Screen PIN.

     Note: 1040 and 1041 returns - If you cannot correct a CS error and the return must be paper filed, explain the reason the return must be paper filed in the statement dialog for the Other circumstance preventing this return from being electronically filed field in the Form 8948 - Paper Filing Exceptions section in Screen ELF.

   • Agency Errors - IRS agency errors, such as 1040 error FW2-499, Form W-2, Line B 'Employer EIN' is invalid for processing an Individual e-filed return.

     Note: 1040 and 1041 returns - If you cannot correct an IRS error and the return must be paper filed, enter the rejection from the E-File Error Report (for example, error FW2-499) in the UltraTax CS error reject code (ERC) field in the Form 8948 - Paper Filing Exceptions section in Screen ELF.

   • Schema Failure - The IRS requires the electronic file to meet rules defined by the IRS in a schema. Errors are typically missing data or contain incorrectly entered data, such as entering 4 digits (instead of 5 or 9 digits) for a ZIP code (for example, 1040 error "Schema Failure Data is formatted improperly IRS W2 > EmployerUSAddress > ZIPCode").

     Note: 1040 and 1041 returns - If you cannot correct a schema failure and the return must be paper filed, explain the reason the return must be paper filed in the statement dialog for the Other circumstance preventing this return from being electronically filed field in the Form 8948 - Paper Filing Exceptions section.

8. If the return contains additional errors, correct the errors and repeat steps 1 - 7.
9. Transmit the electronic return.

   Note: For 1040 and 1041 returns, after you retrieve acknowledgments, if an IRS error cannot be corrected and the return must be paper filed, enter the rejection from the E-File Error Report (such as FW2-499) in the IRS error reject code (ERC) field in the Form 8949 - Paper Filing Exceptions section in Screen ELF.

Was this article helpful?

Yes No

Submit