2018 UltraTax CS
New (tax) year, new help!
Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
Click the following links for general and input screen-specific information for electronic returns.
Electronic filing overview
- UltraTax/1040 electronic filing overview
- Defining the 1040 electronic filing configuration
- Configuring UltraTax CS for 1040 electronic returns overview
- Entering data for 1040 electronic returns overview
- Creating the 1040 electronic file and correcting errors overview
- Transmitting electronic 1040 returns via CS Connect overview
Bank products
- Filing for an Electronic Refund Disbursement Service with Refund Advantage
- Setting up UltraTax CS to use Refund Advantage bank products for 1040 electronic returns
- Using UltraTax/1040 for Refund Advantage products
Personal Identification Number (PIN)
- Auto-generating the signature date and taxpayer(s) PIN for electronic 1040 returns
- Configuring UltraTax CS to automatically generate a taxpayer PIN for 1040 returns
- Overriding global Practitioner PIN option for specific 1040 electronic returns
- PIN Program for 1040 electronic filing
- Setting the Practitioner PIN for all 1040 clients filing electronically
- Using the IRS e-file signature authorization for 1040 electronic filing
- Using the Practitioner PIN signature
- Using the self-select PIN signature
- Using the Self-Select PIN with 1040 electronic extensions
Data-entry guidelines
- Electronic filing guidelines for 1040 Screen 1310
- Electronic filing guidelines for 1040 Screen Bank
- Electronic filing guidelines for 1040 Screen ELF
- Electronic filing guidelines for 1040 Screen Income
- Electronic filing guidelines for 1040 Screen PIN
- Electronic filing guidelines for 1040 Screen RAL
- Electronic filing guidelines for 1040 Screens 114 and FrgnAcct
- Field size limitations for 1040 electronic filing
- Form limitations for 1040 electronic filing
- General and form-related guidelines for 1040 electronic filing
- Entering APO / DPO / FPO addresses for electronic returns
Preparing electronic returns and extensions
- Preparing 1040 electronic returns (inc. batch processing)
- Preparing 1040 federal extensions for electronic filing
- Creating batch 1040 electronic extensions
- Filing Form 2350 extensions electronically
- Filing Form 4868 extensions electronically
- Filing and attaching Form 8865 to electronic files
- Generating Form 4852 when filing electronically
State electronic filing
- Suppressing 1040 federal electronic files when creating state electronic files
- Suppressing 1040 federal electronic extensions when creating state-only electronic extensions
Dates for electronic filing
1040 IRS filing deadlines & electronic filing information
Status of electronic files
Viewing the status and content of 1040 electronically filed returns
Frequently asked questions
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