Changing the location of electronic files for third-party application vendors

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Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

If you accepted the defaults when you installed third-party applications, the drive and path on which the third-party application looks for electronic filing data is C:\. This drive and path is displayed in the File Types and Locations list in the File Locations tab.

If you need to modify the data drive and/or path, follow these steps.

  1. Choose Setup > User Preferences to open the User Preferences dialog.
  2. Click the File Locations tab.
  3. In the File Locations tab, click the Other option.
  4. Highlight ELF: 3rd party data in the list, and click the Modify Location button.
  5. In the Modify Location dialog, navigate to the appropriate drive and path, and then click OK.
  6. Click OK to close the User Preferences dialog.

Note: When you use a third-party application vendor to transmit electronic returns, the Electronic Filing Status dialog is not enabled in UltraTax CS. You should direct all questions regarding rejections, acknowledgments, or electronic filing errors to the third-party software vendor's technical support department.

Related topic: UltraTax CS electronic filing overview

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