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Screen CAELF - California Electronic Filing Information (1065)

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General Information

Suppress California return and extension electronic file when filing federal return electronically
Use this box to suppress the California electronic file when filing the federal return electronically. This feature is also found in the federal ELF screen. If used in the federal screen, and if there are multiple states attached that accept electronic returns, UltraTax CS does not create any electronic state files. This feature is also a global federal setting for new clients, available in the New Client window. Select
Setup
,
1065 Partnership
,
Federal
 tab, and select
New Client Options
.

Return Information

Signed Form 8453 has been received
Enter
X
if you have received a signed California Form 8453-P/8453-LLC. UltraTax CS uses this information to determine what appears in the filing instructions. UltraTax CS automatically transfers the selection to the Utilities, Electronic Filing Status window, and the option selected in the
Signature Document
 box in the Electronic Filing Status window transfers to this box.
note
UltraTax CS suppresses the printing of California Form 8453-P/8453-LLC if a signed copy of the form has been received. Mark the
Always print Form 8879 (etc.), regardless of signature status
 box in
Setup
,
Office Configuration
,
Print Options
 tab to print California Form 8453-P/8453-LLC if a signed copy has been received.
Signature date of partner signing return if different from federal Screen ELF
Enter the date Form 8453 is signed by the partnership representative. If this is blank, UltraTax CS uses the signature date of partner signing the return in the federal ELF for Form 8453 and as the date signed in the California electronic file. Enter a date if the federal return isn't being filed electronically or the California signature date is different than the federal.
note
Today’s date will be used as the signature date on Form 8453 and in the electronic file if both of the federal and California signature date boxes are blank and
When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered:
use current date
 is selected in
Setup
,
Office Configuration
,
Print Options
 tab.
Signature date of ERO if different from partner signature date
Enter the date Form 8453 is signed by the ERO (electronic return originator). If this box is blank, UltraTax CS uses the California signature date of partner signing the return for Form 8453, if it exists. Otherwise, UltraTax CS uses the signature date of the ERO or partner signing the return in the federal ELF screen. Enter a date if the federal return isn't being filed electronically or the California signature date is different than the default.
note
Today’s date will be used as the ERO signature date on Form 8453 if all federal and California signature date boxes are blank and
When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered:
use current date
 is selected in
Setup
,
Office Configuration
,
Print Options
 tab.
Requested payment date for return
Enter a withdrawal payment date to authorize automatic funds withdrawal payment in the 1065 California electronic file for the amount of the return’s balance due. If this is blank, UltraTax CS won't create the funds withdrawal for the electronic file.
Amount of tax payment (Force)
Enter an amount if only a partial payment of the return balance due is being made through electronic funds withdrawal. If this box is blank, UltraTax CS uses the total balance due on the return for the electronic funds withdrawal amount.

Extension Information

Requested payment date for extension
Enter a withdrawal payment date to authorize automatic funds withdrawal payment in the 1065 California electronic file for the amount of the extension’s balance due. If this box is blank, UltraTax CS won't create the funds withdrawal for the electronic file.

Estimates

Electronic funds withdrawal for annual tax and estimated fee
This box is required to create the funds withdrawal for the electronic file for Form 3522 and Form 3536.
Requested payment date for annual tax payment (next year’s LLC Form 3522)
Enter a withdrawal payment date to authorize automatic funds withdrawal for Form 3522. If this box is blank, UltraTax CS won't create the funds withdrawal for the electronic file.
Requested payment date for estimated fee (next year’s LLC Form 3536)
Enter a withdrawal payment date to authorize automatic funds withdrawal for Form 3536. If this box is blank, UltraTax CS won't create the funds withdrawal for the electronic file.

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