1065 e-file name control

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How is the name control determined?


UltraTax CS automatically generates the name control for the electronic file based on the information you enter in the Name field in Screen 1065 using the guidelines in Publication 4163. The IRS determines the name control differently depending on how the Employer Identification Number (EIN) of the partnership was obtained; therefore, you should review name control text for correctness with the IRS before you submit the electronic file. Use the Force field on Screen ELF to override the calculated value. For details about how the IRS determines the name control, see General and form-related guidelines for 1065 partnership return electronic filing

Note: The name control that the IRS determines could be based on any of the following: the first partner's last name in a list of partners at the time the Form SS-4 was completed, a name change from a previous year, or the doing business as name.

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