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Screen NYCELF - New York City Electronic Filing (1065)
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NYC General Information
Signed Form NYC-579-UBT has been received
Enter
X
if you have received a signed New York City Form NYC 579-UBT. UltraTax CS uses this information to determine what appears in the filing instructions. UltraTax CS automatically transfers the selection entered in this box to the Utilities, then Electronic Filing Status, and the option selected in Signature Document
in the Electronic Filing Status transfers to this box. UltraTax CS suppresses the printing New York City Form NYC 579-UBT if a signed copy of the form has been received. Mark
Always print Form 8879 (etc.), regardless of signature status
in Setup, Office Configuration, then Print Options tab to print New York City Form NYC 579-UBT if a signed copy has been received.note
UltraTax CS suppresses the printing of New York City Form NYC 579-UBT if a signed copy of the form has been received.
NYC Partnership Return Information
Suppress New York City return electronic file when filing federal return electronically
Use this box to suppress the New York City partnership return electronic file when filing the federal or New York returns electronically. State and city electronic files can also be suppressed in federal Screen ELF. If used in the federal screen, and if there are multiple states attached that accept electronic returns, UltraTax CS doesn't 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, then Federal tab, and select New Client Options.
Signature date of partner for Form NYC-204
Enter the date Form NYC-204 is signed by the tax matters partner. If this box is blank, UltraTax CS uses the signature date of partner signing the return in federal Screen ELF for Form IT-204 and as the date signed in the New York City electronic file.
Enter a date in this box if the federal return isn't being filed electronically or the New York City signature date is different than the federal.
note
Today’s date will be used as the signature date of the electronic file if both of the federal and New York City 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, then Print Options tab.Signature date of ERO for Form NYC-204, if different
Enter the date Form NYC-204 is signed by the ERO (electronic return originator). If this box is blank, UltraTax CS uses the New York City signature date of partner signing the return for Form NYC-204, if it exists. Otherwise, UltraTax CS uses the signature date of the ERO or partner signing the return in federal Screen ELF.
Enter a date in this box if the federal return isn't being filed electronically or the New York City signature date is different than the default.
note
Today’s date will be used as the ERO signature date on Form NYC-579-UBTP if all federal and New York 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, then Print Options tab.Requested payment date
Enter a date authorize automatic funds withdrawal for payment of a balance due return. If this box is blank, UltraTax CS will print payment voucher NYC-200V.
Amount of tax payment (Force)
Enter an amount if a partial payment of the return balance due is being made through electronic funds withdrawal. If this box is blank, the application uses the total balance due on the return for the electronic funds withdrawal amount.
Personal Identification Number (PIN) Information
PIN authorization indicator
Enter
1
if the taxpayer is going to enter the PIN or 2
if the taxpayer authorized the Electronic Return Originator (ERO) to enter the taxpayer PIN. Enter the code directly or select it from the fieldview. If this box is blank and a PIN number is entered in Taxpayer PIN
, UltraTax CS defaults the PIN authorization to the taxpayer entered PIN.Taxpayer PIN
Enter the taxpayer’s self-selected PIN. Enter any five digits (except 00000). If a method is selected in
PIN authorization indicator
and Taxpayer PIN
is blank, UltraTax CS uses the Taxpayer PIN entered in federal Screen ELF.ERO PIN
Enter the preparer PIN, which is a self-selected set of five digits (except 00000). The actual ERO PIN is an 11-digit number. UltraTax CS uses the six-digit IRS assigned Electronic Filing Identification Number (EFIN) and the five-digit self-selected PIN to determine the ERO PIN. If a method is selected in
PIN authorization indicator
and ERO PIN
is blank, UltraTax CS will use the ERO PIN entered in federal Screen ELF.Print Form NYC-579-UBT prior to creating the electronic file
Enter
X
to print the return with Form NYC-579-UBT and the PIN information in the filing instructions prior to creating the electronic file. When this box is marked, you can print Form NYC-579-UBT without completing the PIN information or Signature date
.NYC Extension Information
Suppress New York City extension electronic file when filing federal extension electronically
Use this box to suppress the New York City extension electronic file when filing the federal or New York extensions electronically. State and city electronic files can also be suppressed in federal Screen ELF. If used in the federal screen and if there are multiple states attached that accept electronic returns, UltraTax CS doesn't 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, then Federal tab and select New Client Options.
Requested payment date
Enter a date to authorize electronic funds withdrawal for payment of a balance due extension. If this box is blank, UltraTax CS will print payment voucher NYC-200V.
NYC Estimate Information
Suppress New York City estimate electronic files
Use this box to suppress the New York City estimate electronic files when filing the federal, New York, or New York City returns electronically. State and city electronic files can also be suppressed in federal Screen ELF. If used in the federal screen and if there are multiple states attached that accept electronic returns, UltraTax CS doesn't 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, then Federal tab and select New Client Options.
Electronic funds withdrawal requested payment date
Enter a date to authorize electronic funds withdrawal for payment of an estimate. If this box is blank, UltraTax CS won't produce electronic estimates.