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To view the status of electronically transmitted returns, do the following:
- Verify that all acknowledgments have been received. See Transmitting electronic returns and retrieving acknowledgments using CS Connect for more information.
- Choose Utilities > Electronic Filing Status to open the Electronic Filing Status dialog, or click the Electronic Filing Status button on the UltraTax CS toolbar. Clients who have had any electronic filing activity, such as an electronic return file created or transmitted, will be listed in the Electronic Filing Status dialog.
- Use the Focus fields at the bottom of the dialog to refine the list of clients.
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Click the View button next to a client to view the contents of the electronic file.
Note: To search for an item in the electronic file, press CTRL+F and enter the text you want to search.
- The Client ID, Client Name, and TIN columns are used to identify the clients displayed.
- The Status column displays the most recent event that has occurred in relation to that client.
- The Entity and Return columns identify the type of return filed electronically.
- The 9325 column displays "Email/Print," "Email only," or "Print only" when a client's return has been accepted and a facsimile of Form 9325 has been printed.
For more information about the fields and buttons in the Electronic Filing Status dialog, press F1 while the dialog is open.
You can also click the plus sign next to a client in the status list to expand the client's additional information. If additional electronic filing status details, such as acknowledgments or reject codes, are available for the client, a Details button is available in the Comment column. Click the Details button, if available, to open the Details dialog to view additional information.
Related topics
- Transmitting electronic 5500 returns via CS Connect overview
- Viewing the live status of electronic filing transmissions
Video: Viewing the status of electronic files (approx. 7.5 minutes)
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