1040 - US ELF: Shareholder's basis worksheets and Net operating loss worksheets

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

There are certain worksheets/calculations that the IRS will request to substantiate a calculation / deduction. Review Publication 536 (Page 2 Tip) to learn when you must attach the worksheet calculation.

UltraTax CS is automating this process and automatically attaching the following as a PDF file to the electronic file: Partner’s basis worksheets, Shareholder’s basis worksheets, Net operating loss worksheets; and Education savings account (ESA) and Qualified Tuition Program (QTP) worksheets. Any of the auto-generated worksheets can be suppressed from being included in the electronic file on Screen 8453 in the Electronic Filing folder.

To globally suppress all auto-generated PDF attachments to the electronic file for all clients not yet opened , in Setup > 1040 Individual > Federal > Other Return Options > Other tab, mark the Suppress all auto-generated PDF attachments in the e-file (Screen 8453) checkbox.

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