Suppressing all state and local electronic files for a specific entity

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.

If you entered data in the File this return electronically or File extension electronically field in federal Screen ELF to indicate that the federal return or extension is filed electronically, UltraTax CS automatically creates electronic files for applicable state returns attached to the client. To have UltraTax CS globally suppress the creation of all state and local electronic files for a given entity, follow these steps.

  1. From the Setup menu, choose the appropriate entity type (for example, 1040 Individual).
  2. Click the Federal tab in the Product Information dialog.
  3. Click the New Client Options button.
  4. In the Other group box, mark the Suppress state electronic file when filing federal return/extension electronically (Screen ELF) checkbox.
    Note: For some entities, you need to click the Other tab in the New Client Options dialog to mark the above checkbox.
  5. Click OK to close the New Client Options dialog.
  6. Click OK to close the Product Information dialog.


Related topic: Configuring UltraTax CS for electronic returns overview


Was this article helpful?

Thank you for the feedback!