UltraTax CS
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?
Due dates
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.
| Entity type | IRS e-filing opens | Timely filed deadline |
|---|---|---|
| 1040 | 01/23/23 | 04/18/23 (1040 due dates) |
| 1120 | 01/12/23 | 03/15/23 for 1120-S (1120 due dates) 04/18/23 for 1120-C |
| 1065 | 01/12/23 | 03/15/23 (1065 due dates) |
| 1041 | 01/12/23 | 04/18/23 (1041 due dates) |
| 990 | 01/12/23 | 04/18/23 or 05/15/23 (990 due dates) |
| 709 | N/A | 04/18/23 |
| 706 | N/A | Within 9 months of decedent's death. |
| FBAR | N/A | 04/15/23 |
Extensions
Use the UltraTax CS Extension Checklist Generator to customize instructions for preparing extensions in UltraTax CS.
| Entity type | Help |
|---|---|
| 1040 | Extension Checklist Generator |
| 1120 | Extension Checklist Generator |
| 1065 | Extension Checklist Generator |
| 1041 | 1041 Extension FAQs |
| 990 | 990 Extensions |
Payments
| Entity type | Help & How-To Center article |
|---|---|
| 1040 | 1040 electronic payments |
| 1065 | 1065 electronic payments |
| 1120 | 1120 electronic payments |
E-filing
| Topic | Details and help |
|---|---|
| General e-file questions | E-File Help Center |
| E-file rejections |
Video: Resolving IRS Master File rejections (approx. 3.5 minutes) and Resolving E-file Errors. |
| States | State Electronic Filing Guide |
| Client reports | How to review a list of clients that have not been filed |
| 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 |
Forms approval
Final form approval is at the discretion of the appropriate taxing agency. We aren't given a timeframe for approval by the taxing agencies. To find out how to view the status of a form, see Viewing forms approval status (including electronic filing).
State returns
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
Client documents
| What are you working on? | Help |
|---|---|
| Organizers | |
| Customizing included forms | |
| eSignature |
Getting started with eSignature Checking on the status of an eSignature Understanding why an eSignature status is failed or declined |
| NetClient CS portals |
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Help with ELF diagnostics, errors, and rejections
- Ask the user to read the entire error, slowly enough for you to write it all down.
- Many e-file errors and diagnostics are not documented. You need to use the error/diagnostic itself to figure out what to do.
- Reject codes can be searched in the Help & How-To Center.
Types of rejections
If, then errors
If a return has an "if, then" error, it's typically because of the "if" is true on this return, but the "then" is not being met per the taxing authority. Start by breaking these down into the "if" and "then". You need to verify that the "if" should be true (this is up to the preparer to decide), and then correct the return so that either the "if" changes or the "then" requirement is met. Note that changing the "if" may not end up resolving the error, or may generate another error, but this is important as part of the process of correcting the return.
Missing data in tag
This means information is missing. The error tells you the path to the missing data, either through the forms or the input. Each step in the path is separated by ">" or "::", and the names may be abbreviated or not match up exactly with form names or fields. Do your best to follow the path and determine where the missing data is located in the return or the input.
Field does not accept negative values
These errors will usually reference a line on a form rather than an input field. If the amount is negative and the preparer agrees that it should be negative, they need to paper file. If the preparer wants to change the amount to a non-negative number, assist them with that.
Math error
These errors are usually telling you that the sum of the lines do not add up the way they should. Typically, this is because of an override or some forced input. If there are no overrides or forces, get out a calculator and check the math.
Database validation
This means that the information in the return does not match what the IRS has on file. Since we have no way of knowing what the IRS has on file, all we can do is tell the preparer what information is causing the error. Sometimes the preparer mistakenly entered the wrong information, in which case they should correct that and resubmit the return. If the preparer entered the correct information, they need to contact the IRS to find out more.