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

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You can create state-only electronic extension files without creating the federal return. This option is useful when you are not electronically filing the federal extension or when you must re-file the state extension due to errors.

Note: UltraTax CS supports electronically filed extensions for Arizona, Connecticut, District of Columbia, Kentucky, Louisiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, and Texas.

To create state-only electronic extensions, complete these steps.

  1. Open the client’s return, and mark the Suppress the creation of: Federal electronic file when only filing the state return / extension electronically field in Screen ELF in the Electronic Filing folder.

    Note: You cannot create an electronic file by clicking the Print Preview button on the UltraTax CS toolbar.

  2. Choose File > Print Extensions, and mark the Create electronic file checkbox.
  3. Click the Options button to open the Print Options dialog, and click the Extension Print Options tab.
  4. In the Which group box, click the appropriate option to generate the desired state extension file.
  5. Click OK to return to the Print Extensions dialog.
  6. Click the E-File button to create the electronic extension file. When you click the E-File button, UltraTax CS checks for errors in the electronic file.

    Notes

    • If the E-File Error Report shows errors are present, UltraTax CS will not create the electronic extension return until all errors are resolved.
    • If you click the Check E-File button, UltraTax CS will not create the electronic extension file. UltraTax CS creates the electronic extension file only if you click the E-File button.
  7. Follow the normal procedures to transmit the electronic returns using CS Connect.

Note: For more information about transmitting returns using Thomson Reuters as the electronic filing transmitter, see Configuring UltraTax CS to use Thomson Reuters as your electronic filing transmitter.

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