E-file a New York return with a different tax year

Follow these steps to e-file a New York return with a different tax year than the federal return.
  1. Clone the existing client:
    1. Open the client and select
      File
      , then
      Save As
      .
    2. Enter a new client ID for the client,
    3. Select
      Save
      .
    4. This new client has the same EIN and name as the federal client, but is used for New York purposes only.
  2. Change the year-end information on the 1120 screen to the New York tax year.
  3. Make any changes to the federal information to calculate the correct tax on the New York return.
  4. Mark
    File this return electronically
    on the ELF screen.
  5. Mark
    Short year return
    on the NYELF screen.
  6. Attach a PDF of the federal return filed with the IRS.
    1. Select
      Edit
      ,
      Electronic Filing Attachments
      , then
      Add
      .
    2. Select
      Federal Return
      in the
      Attachment title
      field.
    3. Select
      New York
      in the
      Product
      field.
    4. Select
      Tax Return
      in the
      Return
      field.
    5. If you scanned the document into FileCabinet CS, select
      FileCabinet CS
      , then
      Select
      to select the document.
    6. If you didn't scan the document into FileCabinet CS, select
      File
      , then
      Browse
      to go to the document you want to attach.
  7. Review and clear all ELF diagnostics.
  8. Print the return to generate the electronic file either to a printer or to FileCabinet CS.
  9. Follow the procedures to send the returns electronically via CS Connect.
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