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Prepare electronic returns (including batch processing)

Do the following to ensure that you've entered all data specifically required for electronic returns and to create the electronic file for 1 client or for multiple clients (batch processing).
  1. Enter the client's tax data as usual, making sure you adhere to the guidelines for entering data.
  2. Select
    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. Verify 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.
  3. Select the
    Electronic Filing
     folder to open the
    ELF
     screen.
  4. Complete the applicable signer's
    User ID
     and
    PIN
     fields or select the applicable website signers on the
    ELF
     screen.
  5. Select
    File
     then
    Print Returns
     or select
    Print
     to open the
    Print Returns
     window.
  6. Mark the
    Government copy
     and the
    Create electronic file
     checkboxes.
  7. To create electronic files for multiple clients at the same time, select
    Clients
     and select the appropriate clients.
  8. Select
    Preview
     to view the return on screen, or select
    Print
     (or
    E-File
    ). When you select
    Preview
     or
    Print
    , UltraTax CS checks for errors in the electronic file.

This article applies to:

  • Product: UltraTax CS
  • Return type: 5500 Beneficiary Plan

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