IRS e-file application summary required prior to e-filing with UltraTax CS

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

If you have not already done so, you’ll need to provide a copy of your IRS e-file application summary before you can electronically file returns via UltraTax CS. If you attempt to e-file returns without verifying your e-file application summary, you will receive the following message.

"Your CS Connect electronic filing capability is disabled. Thomson Reuters requires preparers to submit a copy of their 'Application Summary' from E-Services prior to e-filing. Please send the application summary to EFINCertificate@TR.com and include your firm ID (1234) in the subject line."

Note: If you are unsure of your firm ID number, see How to locate the firm ID number.

To access or print the application summary from IRS e-services to resolve this error, follow these steps.

  1. Visit the IRS website at irs.gov and click the for Tax Pros link at the top of the page. Show me.

    for Tax Pros

  2. Click Access e-Services  in the e-Services section. Show me.

    Access e-Services

  3. Scroll to the e-file Application section and click Go to open the e-Services login page. Show me.

    Log in

  4. Using the fields provided, enter your credentials to log in to the IRS e-Services site.
  5. On the Select Organization page, mark the checkbox next to your firm's name and click Submit Selected Organization. Show me.

    Application

  6. On the ESAM Application Landing Page, in the View/Edit column, click the icon for your desired e-file application. Show me.

    e-File application

  7. At the bottom of the application summary, click the Print Summary link.  Show me.

    Print Summary

  8. Create a PDF of your e-file application summary by selecting Adobe PDF as the printer, then click Print. (This step varies depending on your browser.)

If you are uncertain if you have created an e-Services portal, or if you need assistance with login errors, verifying login credentials, or accessing your IRS e-Services portal, contact the IRS e-Help desk at 866.255.0654.

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