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.
What do you have questions about?
Payments and electronic funds withdrawal (EFW)
Client documents (including organizers)
Need answers about Spring due dates or grace periods?
All deadlines are 11:59:59 pm local time. We recommend you transmit electronic files to Thomson Reuters at least one hour prior to the filing deadline.
Once the deadline has passed, the perfection period begins from the date of the rejection. The perfection period is counted in calendar days (not business days).
Entity type | IRS e-filing opens | Timely filed deadline |
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1040 | 01/28/19 | 04/15/19 - For details, see 1040 due dates. |
1120 | 01/07/19 | 03/15/19 or 04/15/19 - For details, see 1120 due dates. |
1065 | 01/07/19 | 03/15/19 - For details, see 1065 due dates. |
1041 | 01/07/19 | 04/15/19 - For details, see 1041 due dates. |
990 | 01/07/19 | 04/15/19 or 05/15/19 - For details, see 990 due dates. |
709 | 01/07/19 | 04/15/19 |
FBAR | N/A | 04/15/19- for all applicable entity types. For details, see the appropriate entity due dates article above. |
Have questions about Tax Cuts and Jobs Act changes?
The Tax Cuts and Jobs Act overview highlights some of the most impact changes and provides additional resources where you can review all changes more extensively.
Want answers about preparing your extensions?
Use the UltraTax CS Extension Checklist Generator to customize instructions for preparing extensions in UltraTax CS.
Entity type | Help & How-To Center article |
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1040 | 1040 extension form 4868 process overview |
1120 | 1120 Extension FAQs |
1065 | 1065 Extension FAQs |
1041 | 1041 Extension FAQs |
990 | 990 Extensions |
Have questions about your client's electronic payments?
Entity type | Help & How-To Center article |
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1040 | 1040 electronic payments |
1065 | 1065 electronic payments |
1120 | 1120 electronic payments |
Are you electronically filing with UltraTax CS?
I have questions about... | Details and/or related Help & How-To Center |
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E-File Help Center | |
Resolving IRS e-file rejections |
Video: Resolving IRS Master File rejections (approx. 3.5 minutes). See Resolving E-file Errors for solutions to common e-file errors. |
What State forms can be electronically filed | State Electronic Filing Guide |
Determining what clients you have not e-filed yet. | UltraTax CS all entities: How to review a list of clients that have not been filed |
E-file acknowledgements |
You can check the status of an e-file by choosing Utilities > Electronic filing status. If more than 48 hours have passed since the timestamp in the Date Modified column, see Troubleshooting missing e-file acknowledgements. |
An e-file that has not been accepted, after subsequent returns have. |
When an e-file has been submitted but not accepted by a taxing authority, do not send another return, even when subsequent returns have been sent and successfully accepted by the same taxing authority.
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Understanding ELF critical diagnostics |
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Types of ELF critical diagnostics, e-file errors, and rejections |
This list is not exhaustive but is intended to help you get a start on reviewing and troubleshooting. Select the error type below for more information. |
Setting up or troubleshooting electronic funds withdrawal | Electronic funds withdrawal for balance due returns |
How-to recreate an electronic file | Re-creating electronic files (including accidental transmission) |
Creating and correcting electronic files | Creating electronic files and correcting errors overview |
How to recall a return | Recalling electronically filed returns |
Looking for form approval information?
Final form approval is at the discretion of the appropriate taxing agency, Thomson Reuters does not determine final form approval. Additional, Federal and state taxing agencies do not provide a timeframe for the approval of finalized forms to software developers.
You can view the approval status of each form in the diagnostics and on the home page. For details, see Viewing forms approval status (including electronic filing).
Are you trying to find or add a state form?
You can add a state or city return to a client when you first create the client in UltraTax CS, or anytime afterward. For example, if you have
To do so, complete the steps for adding a city for state return. After successfully completing the steps to add your desired state or city return, UltraTax CS now displays a state button below the federal button in the folders block.
If your desired city or state does not appear, installing the product via CS connect or reviewing security settings (including anti-virus)may resolve the issue. For additional troubleshooting assistance, see UltraTax CS: an error occurred attempting to download a product.
Trying to send or customize your client's documents? (includes organizers)
What are you working on? | Details | Help & How-To Center article |
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Organizers | Help centers for your 1040 and business clients are available in the Help & How-To Center. Choose the appropriate link for assistance with:
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Customizing included forms |
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The
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Getting started with eSignature Checking on the status of an eSignature Understanding why an eSignature status is failed or declined |
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NetClient CS portals |
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