E-File Status Print dialog

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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.

Use this dialog to perform one or more of the following actions.

To open this dialog, click the Electronic Filing Status Electronic Filing Status button button, and then click the Print Print button button in the Electronic Filing Status dialog.

Fields & buttons

Print where group box

Mark this checkbox if you want to print paper copies of the selected documents.

This field displays the printer you selected in UltraTax CS or the default printer you have set up for Windows applications. To change the printer to which UltraTax CS prints, click the Printer button.

Mark this checkbox to store copies of the selected documents in FileCabinet CS or Onvio Documents (if licensed).

Note: If you mark only this checkbox and not the Printer checkbox, the Print button at the bottom of this dialog becomes the To Cabinet or To Onvio button. Click this button to print the selected documents to the specified document management application.

Use this drop-down list to select the FileCabinet CS data location where you want to store the selected documents. This field is available only if you mark the FileCabinet CS checkbox, are licensed for FileCabinet CS, and have FileCabinet CS installed.

Click this button to open the Select Printer dialog to change the default printer for UltraTax CS.

Print what group box

Note: To print reports for multiple clients at the same time, select several clients in the status list. To do so, press the SHIFT key and click the desired clients to highlight multiple adjacent clients, or press and hold the CTRL key and click the desired clients to highlight multiple clients who are not listed next to each other.

Click this option to print IRS Form 9325, Acknowledgement and General Information for Taxpayers who File Returns Electronically or the state Form 9325 facsimile for the client(s) you selected in the status list.

Click this option to print a detailed list of all electronic filing events for a client, including the date and time any electronic files were created, deleted, transmitted, or acknowledged.

Click this option to print a basic report that will not include the detailed IRS error descriptions for rejected returns. To print a report that includes error descriptions, click the Detailed e-file report (columns displayed on the primary and secondary levels) option. The basic report includes the number of columns that can fit on a page (from left to right in the status list). To arrange columns in the status list, select a heading and drag the heading to the desired location. To hide a column, make a column visible, or move a column between the Primary and Secondary lines, click the Column Preferences button.

Click this option to print a detailed report that will include the detailed IRS error descriptions for rejected returns. To print a report that does not include error descriptions, click the Standard e-file report (columns displayed on the primary level) option. The detailed report spans additional pages, if necessary, to accommodate the columns in the status list.

Other Fields & buttons

Mark the checkbox if you want to update the client's status when you print. Use the drop-down list to select the status event that you want to log when the client is printed.

Note: This field is not available until you set up custom status events in the Setup > Office Configuration > Status tab.

To specify the number of copies you want to print, enter a number (up to 9) in this field or use the arrows to increase or decrease the number.

Note: By default, the number of copies entered here is retained for subsequent print jobs. To reset the number back to 1, clear the Retain the number of copies selected on the Print dialogs checkbox in the Setup > User Preferences > Misc tab.

Click this button to preview Form 9325 or the selected report before you print the form or report.

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