Sending e-file rejection notifications to the assigned preparer, reviewer, or staff member

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Change to CS Support service hours

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.

You can configure UltraTax CS to automatically send email notifications of rejected e-files to the assigned preparer, reviewer, staff member, or to the firm email address. To do, complete the following steps prior to creating electronic files. (These settings apply to all subsequently created e-files, but won't generate the automated notifications for e-files created before the settings were enabled.)

Note: To receive these e-file rejection notifications, the preparer, reviewer, or staff member must be assigned to the tax return and have a valid email address entered in the appropriate tab (Preparers, Reviewers, or Staff) on the Setup > Office Configuration dialog. 
  1. Choose Setup > Client Communications and click the ELF / eSign Options button.
  2. In the ELF /eSign Options dialog, mark the desired checkboxes (Firm, Preparer, Reviewer, and Staff) in the ELF Rejection settings group box. 
  3. Click OK twice to close the ELF / eSign Options dialog and the Client Communications dialog. 

Proceed to create and transmit electronic files as you would normally. If any of the transmitted e-files are rejected by the relevant taxing authority, UltraTax CS will send the automated rejection email to the addresses selected on the ELF / eSign Options dialog. 

Related topics

Prepare electronic files

Transmit and track electronic files

Share This