UltraTax CS spring deadline toolkit

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Due dates




Forms approval

State returns

Client documents

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 1/24/22 04/18/22 (1040 due dates)
1120 01/07/22 03/15/22 (1120 due dates)
1065 01/07/22 03/15/22 (1065 due dates)
1041 01/07/22 04/18/22 (1041 due dates)
990 01/07/22 04/18/22 or 05/15/22 (990 due dates)
709 TBA 04/18/22
FBAR N/A 04/15/22


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

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Entity type Help & How-To Center article
1040 1040 electronic payments
1065 1065 electronic payments
1120 1120 electronic payments

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Topic Details and help
General e-file questions E-File Help Center
E-file rejections
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

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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).

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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 proforma'd a client from the previous tax year, and you need to add an LLC or new city to this client.

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Client documents

What are you working on? Help

1040 Client Organizer Help Center

UltraTax CS Business Organizers overview

Customizing included forms

Customizing the tax return print collation

Printing Federal forms with state returns


Getting started with eSignature

Checking on the status of an eSignature

Understanding why an eSignature status is failed or declined

NetClient CS portals

UltraTax CS and NetClient portal integration

Required setup in UltraTax CS

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Internal only

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.