Troubleshooting receiving e-file acknowledgements

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You should receive federal acknowledgements from the IRS within 24 to 48 hours from when you transmit the return via CS Connect. Additional processing time may occur around deadlines. UltraTax CS will automatically re-send e-file acknowledgements when there has been no activity for over 24 hours. If after 48 hours the client status in the Electronic Filing Status screen indicates that the e-file is transmitted to CS or transmitted to the taxing agency, see the troubleshooting steps listed below. 

We recommend that you enable CS Connect Background Services to have UltraTax CS automatically download and repost acknowledgments. Choose Setup > System Configuration > CS Connect tab and mark the Download electronic filing acknowledgements box.

For IRS acknowledgments

  • Retrieve acknowledgements via CS Connect. Click the CS Connect button in the UltraTax CS toolbar. In the Option tab, click the Electronic filing: Retrieve acknowledgements switch to set it to Yes, and then click the Connect button. 
  • Verify that the client's TIN or client ID has not changed since the return was transmitted. If it has changed, change the client's TIN or client ID back to the original information from when it was transmitted and retrieve acknowledgments again via CS Connect.
  • Contact the IRS at 866-255-0654 or the state tax agency. Contact information for the state taxing agencies can be found in the State Electronic Filing Guide. Occasionally there are delays by the taxing agencies issuing acknowledgements. Also, electronic files are processed in batches which can cause some e-files to be acknowledged quicker than others.
  • Chat with Triva, the Thomson Reuters Intelligent Virtual Assistant, to verify the status. Triva will need this information:

    • Your name
    • Your firm ID
    • Your email address
    • Which year's version of UltraTax CS you're using
    • Client ID(s)
    • Whether you're checking on the status of a federal acknowledgement, state acknolwedgement, or both.
  • If you used a third-party application vendor to transmit the electronic returns, contact your vendor directly.

For BSA E-Filing System acknowledgments

  • If the electronic file is a FinCEN Form 114 (FBAR) return, you will receive an acknowledgment from the BSA E-Filing System. The BSA E-Filing System processes FinCEN Form 114 electronic files and transmits acknowledgments to Thomson Reuters within one business day, per the FBAR Electronic Filing Technical Overview, pages 24 and 26. The acknowledgments are then available for download via CS Connect.
  • For more information, see Viewing FinCEN Form 114 (FBAR) reports and news.

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