1065-US ELF: UltraTax CS warnings after creating electronic files (FAQ)

Show expandable text

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.

Question

How does UltraTax CS warn me to not enter data in a return after the return's electronic file has been created and is ready for transmission?

Answer

UltraTax CS warnings include the following:

  • The Electronic Filing tab in Utilities > CS Connect shows a red exclamation point (!) preceding the Client ID column for clients whose data has changed since the creation of the electronic file.
  • UltraTax CS displays a warning dialog if you open a client's return for whom the ELF file created status event has been logged.

    Note: UltraTax CS automatically marks the ELF file created status event by default. To access this electronic filing event and other status events, click the Discourage Access button on the Setup > Office Configuration > Status tab.

If you create an electronic file and subsequently change the tax return, you must re-create the electronic file before you transmit the return.

Related topic: 1065-US ELF: Electronic filing FAQs

Was this article helpful?

Thank you for the feedback!