Prepare 2290 electronic returns (including batch processing)

Follow this procedure to ensure that you have entered all data specifically required for electronic returns and to create the electronic file for one client or for multiple clients (batch processing).
  1. In the desired return, select the
    Return
    folder, and then select the
    ELF
    tab.
  2. Enter
    X
    in the
    File this return electronically
    field.
  3. Complete the
    Signature date
    field.
  4. If you use the Practitioner PIN option to electronically sign the return, enter the PIN information in the
    ELF
    screen. If you use the scanned Form 8453 option, leave this field blank.
  5. Choose
    View
    then
    Diagnostics
    to review the diagnostic messages in the
    Federal Diagnostics
    window. Select any item displayed in the window to open the corresponding screen to address the diagnostic message. Make sure that you've cleared all Critical and ELF Critical diagnostic messages and have reviewed the FYI diagnostic messages and then close the
    Federal Diagnostics
    window.
  6. If desired, Thomson Reuters can send the client an email notification on your behalf when the federal returns are accepted. To do so, complete the
    E-mail address
    field in the
    Contact
    screen in the
    General
    folder, and then enter
    X
    in the
    Email notification when electronic file is accepted by taxing agency
    field in the
    ELF
    screen in the
    Return
    folder.
  7. Choose
    File
    then
    Print Returns
    or select
    Print
    to open the Print Returns window.
  8. By default, the government collation includes only the forms required to be submitted to the taxing authority when you file an electronic return.
  9. Mark the
    Government copy
    and the
    Create electronic file
    checkboxes.
  10. Select
    Options
      and verify that the appropriate checkboxes are marked.
  11. To create electronic files for multiple clients at the same time, select
    Clients
      and select the appropriate clients.
  12. Select
    Preview
      to view the return on screen or select
    Print
    (or
    E-File
    ). When you select the
    Preview
    or
    Print
    , UltraTax CS checks for errors in the electronic file.
    You must select
    Print
    or
    E-File
    in the
    Print Returns
    window to create the electronic file. Select
    Print Preview
    in the toolbar or select
    Preview
      in the Print Returns window doesn't generate the electronic file.
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