Viewing the status and content of 1041 electronically filed returns

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To view the status of electronically transmitted returns, do the following:

  1. Verify that all acknowledgments have been received.

    Every return transmitted is acknowledged by the receiving agency (such as the IRS) via the return of an acknowledgment (ACK) file to the transmitter. The acknowledgment file is a record of whether the transmitted returns have been accepted or rejected, along with any errors discovered by the receiving agency. The transmitter generally receives this file from the agency within two days of transmitting the returns.

    When Thomson Reuters is the transmitter, these acknowledgments are made available through CS Connect 15 minutes after they are received from the agency.

    See Transmitting electronic returns and retrieving acknowledgments using CS Connect for more information.
  2. Choose Utilities > Electronic Filing Status to open the Electronic Filing Status dialog, or click the Electronic Filing Status Electronic Filing Status button 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.
  3. Use the Focus fields at the bottom of the dialog to refine the list of clients.
  4. 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 1040 returns, Electronic Return Originators (EROs) give Form 9325 to taxpayers as an acknowledgment that the return is being filed electronically. Form 9325 includes the Declaration Control Number (DCN), the date on which the electronic return was accepted, general information about bank products, and the IRS phone numbers to call if there are questions. A facsimile of Form 9325 is available for states in UltraTax CS.

    For 1065, 1120, 1041, 990, and 5500 returns, UltraTax CS provides a similar worksheet, Acknowledgement and General Information For Taxpayers Who File Returns Electronically, which indicates that a return has been transmitted to the IRS, whether the return has been accepted, and the IRS-assigned Document Locator Number (DLN), if applicable.

  • The Signature Document column displays "To Sign" or "Signed" when Form 8453-FE or Form 8879-F is applicable in the return.

For more information on 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.

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