Creating reports for electronic filing status events

Alerts and notices

UltraTax CS includes comprehensive reports for various status events in the electronic filing process. You can use these reports to manage your clients' returns, especially for electronic filing deadlines. You can filter these reports by application, status, return type, and more.

Note: You can preview or print reports, export reports to an Excel spreadsheet or to a .DIF file to be opened and edited in a spreadsheet application, or send reports to FileCabinet CS or Onvio Documents (if licensed).

Printing a report for electronic files not yet transmitted

To print a report that lists clients whose electronic files have not yet been transmitted, follow these steps.

  1. Choose Utilities > Client Listing Reports.
  2. Click the Client ELF Summary option, and click Continue.
  3. Highlight the client whose report you want to print and click the Select button, or to select all clients, click the Select All button.
  4. In the ELF Filters group box, select Not transmitted from the By status drop-down list, and select Tax Returns from the Returns drop-down list.
  5. Click Print to print the report, or click Preview to view the report before you print the report.

Printing unsigned electronically filed returns

To print a report that lists unsigned electronically filed returns when a signature document is required to be signed and returned by the taxpayer, follow these steps.

  1. Choose Utilities > Electronic Filing Status, or click the Electronic Filing Status button.
  2. Press CTRL+E or click the Column Preferences button.
  3. Select Primary from the drop-down list for the Signature column title.
  4. Click Done to close the Column Preferences dialog.
  5. Click the filter icon for the Signature Document column, and select To Sign.
  6. Click the Print button.
  7. In the Print what group box, click the Standard e-file report option.
  8. Click Print to print the report, or click Preview to view the report before you print the report.

Related topics

Analyzing and printing client listing reports