Suppressing state and local e-files for all entities on a state-by-state basis

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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 state and local electronic files for all entities on a state-by-state basis, follow these steps.

  1. Choose Setup > Office Configuration.

    Note: Depending on your security configuration, you might be prompted to enter the master password before you can access the Office Configuration dialog. The master password is specified in Setup > Security.

  2. Click the E-Filing tab in the Office Configuration dialog.
  3. Click the States button that is currently active in the EFIN (Electronic Filing Identification Number) group box to open the States dialog.
  4. Clear the checkbox for each state for which you want UltraTax CS to suppress the automatic creation of an electronic file.
  5. Click Done.
  6. Click Done to close the Office Configuration dialog.

Related topic: Configuring UltraTax CS for electronic returns overview

 

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