Configuring email notifications when electronically filed returns and extensions are accepted (1120)

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You can configure email notifications on a client-by-client basis or for multiple clients at the same time to receive an email notification when the federal and state (if applicable) electronically filed returns and extensions are accepted.

Note: UltraTax CS does not send email notification for rejected returns.

Configuring email notifications on a client-by-client basis

To configure an email notification on a client-by-client basis, follow these steps.

  1. Complete the Email address field in Screen Contact in the General folder. UltraTax CS will send the acceptance notification to the email address entered in this field.
  2. Select 1 (Return) or 2 (Return / Extension) in the Email notification when electronic file is accepted by taxing agency field in Screen ELF in the Electronic Filing folder.

Note: Click the ELF / eSign Options button in the Setup > Client Communications dialog to select firm, preparer, reviewer, or staff as the sender ("on behalf of") of the email notification. You can also mark the appropriate checkbox to send a blind copy (bcc) of the email notification.

Configuring email notifications for multiple clients

To configure an email notification for multiple clients at the same time, follow these steps.

  1. Choose Setup > Client Communications.
  2. For each client, enter the client's email address in the Email Address field. The information you enter in this field transfers to the Email address field in Screen Contact for the client.

    If you want to select only specific clients to receive email notifications, proceed to step 3. If you want to automatically mark all clients or all clients with email addresses to receive email notifications, skip to step 4.

  3. For each client to whom you want UltraTax CS to send an email notification, select Return or Return / Ext in the Email ELF Ack column. Skip to step 9.
  4. Click the ELF / eSign Options button to open the ELF / eSign Options dialog.
  5. In the Automatically assign Email ELF Ack group box, select one of the following options from the When drop-down list for when you want clients to receive email notifications: Never, Email address entered, or Always.
  6. In the Type field, select Return or Return / Ext from the drop-down list.
  7. In the Email settings group box, select one of the following options from the Address email from drop-down list.
    • Firm - If you select this option, a valid email address must be entered in the Firm email address field (in the upper-left corner) in the Setup > Client Communications dialog.
    • Preparer - If you select this option, a valid email address must be entered in the Email address field in the Setup > Office Configuration > Preparers tab for the attached preparer.
    • Reviewer - If you select this option, a valid email address must be entered in the Email field in the Setup > Office Configuration > Reviewers tab for the attached reviewer.
    • Staff - If you select this option, a valid email address must be entered in the Email field in the Setup > Office Configuration > Staff tab for the attached staff.

    Notes

    • You can also mark the appropriate checkbox to send a blind copy (bcc) of the email notification to the Firm, Preparer, Reviewer, or Staff.
    • The email address for the sender may be "efileservices.net," which is the email domain UltraTax CS uses to send the email notifications.
  8. Click OK to close the ELF / eSign Options dialog and to return to the Client Communications dialog. When you click OK, UltraTax CS reviews all clients in the Client Communications dialog and updates the Email ELF Ack column, if applicable.
  9. Click OK to close the Client Communications dialog.

Note: The information you enter in the Email ELF Ack field transfers to the Email notification when electronic file is accepted by taxing authority field in Screen ELF.

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