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To configure UltraTax CS to electronically file 1065 partnership returns, you first need to set options for all returns in the Setup > Office Configuration > E-Filing tab. The options you set in this tab apply to all clients and include options for Electronic Filing Identification Numbers (EFINs), state electronic files, and alternate Electronic Return Originator (ERO) information.

The first time you start UltraTax CS, perform the following steps to enter your EFIN, define the states for which you want UltraTax CS to create electronic files, and enter your ERO information for UltraTax/1065.

This procedure helps you do the following:

• Determine whether you will file all returns using a single EFIN or multiple EFINs.
• Determine the states for which you want UltraTax CS to create electronic files when the application creates the federal files. For details on application procedures for each state, see State general electronic filing information.
• Enter ERO information if you want to use alternate information for the ERO rather than using the licensed firm information. For details, see Alternate Electronic Return Originator (ERO) and Paid Preparer Presentations.
• Set print options for the facsimile of Form 9325.
• Set options to electronically file the return.
• Set email notification options.

1. Choose Setup > Office Configuration to open the Office Configuration dialog.

   Note: Depending on your security configuration, you might be prompted to enter the master password before you can open the Office Configuration dialog. The master password is specified in Setup > Security.

2. Click the E-Filing tab.
3. In the EFIN (Electronic Filing Identification Number) group box, you can select one of the following options.
   • If you are filing electronic returns using only one EFIN, click the All returns in this office will file using EFIN option and enter the six-digit, IRS-assigned EFIN in the field provided.
   • If you are using different EFINs, click the Several EFINs are being used option. After you click this option, you must assign EFINs to each preparer in the Preparers tab. To do so, click the Preparers tab, click the Add or Edit button for each preparer, enter the appropriate EFIN in the Preparer EFIN field, and click OK to save the information.

     For UltraTax CS to properly assign this EFIN to the electronic return, you must select the appropriate preparer in the Client Properties dialog, which you can open by choosing File > Client Properties when a return is open.

4. Click the States button. If you have not received required approval from a state or if you want to suppress the creation of electronic files for all clients for a given state, clear the checkbox next to the applicable state. (UltraTax/1065 supports electronic filing for Alaska, Alabama, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kansas City (MO), Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan MBT, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New Mexico, New York, New York City, North Carolina, North Dakota, Oklahoma, Oregon, Pennsylvania, Philadelphia, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, West Virginia, and Wisconsin.)

   Note: The options set in this dialog affect electronic returns for all entities. UltraTax CS provides several options for suppressing state electronic returns.

5. Click Done to close the States dialog.
6. Click the ERO button to open the Electronic Return Originator (ERO) dialog. UltraTax CS uses the licensed firm information as the default for the ERO information. To enter alternate information for the ERO rather than use the licensed firm information, click the Use alternate ERO information option in the Electronic Return Originator (ERO) information for Electronic Filing Signature Form group box, and complete all of the fields for the alternate ERO information.
7. Click Done to close the Electronic Return Originator (ERO) dialog.
8. Click Done to close the Office Configuration dialog.
9. Choose Setup > 1065 Partnership to open the 1065 Product Information dialog.
10. Click the Other Return Options button to open the Return Presentation tab in the Other Return Options dialog. The partnership's address is right-justified when the facsimile of Form 9325 is printed. To have the partnership's address print left-justified on the facsimile of Form 9325, mark the Print the 9325 mailing address left-justified checkbox in the Options group box.
11. Click the Proforma tab. UltraTax CS automatically proformas the File this return electronically checkbox to the current year's return for clients for whom you filed electronic returns last year. If you do not want this checkbox proforma'd, clear the File the return electronically checkbox in the Options group box. You must then individually mark the File this return electronically checkbox in Screen ELF for each client's return you want to electronically file.
12. Click OK to close the Other Return Options dialog.
13. Click the New Client Options button to open the New Client Options dialog, and click the Other tab. Mark the File the return electronically (Screen ELF) checkbox in the Options group box to automatically mark the File this return electronically checkbox in Screen ELF for new clients. If you do not want this checkbox marked automatically, clear the File the return electronically (Screen ELF) checkbox. You must then individually mark the File this return electronically checkbox in Screen ELF for each client's return you want to electronically file.
14. Click OK to close the New Client Options dialog.
15. If desired, Thomson Reuters can send the client an email notification on your behalf when the federal and state (if applicable) returns and extensions are accepted. This option must be selected in the client's return before the electronic file is created. For information about how to configure clients to have UltraTax CS send an acceptance email notification, see Configuring email notifications when electronically filed returns and extensions are accepted.

16. The steps to complete your electronic filing configuration vary depending on whether you use CS Connect or a third-party application vendor to transmit the returns.

    • If you use CS Connect, your electronic filing configuration is complete. Click OK to close the 1065 Product Information dialog and enter data for the return.
    • If you are licensed to file electronically using both the Electronic Filing utility and a third-party application vendor, you need to set related user preference options in UltraTax CS. For more information about setting the options when using a third-party application vendor, see Setting options for third-party application vendors to transmit electronic returns.

Related topic: Configuring UltraTax CS for 1065 electronic returns overview

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