10-day rule for state e-filing

To accommodate a security mandate from most state tax agencies, you can't transmit an electronic file (e-file) created in an outdated version of a state application if more than 10 business days have passed since the current version was released.
You may encounter this if you created e-files in batches early in the filing season and you try to submit them at a later date.
The Federation of Tax Administrators recommendation for tax returns adopted by these states mandates that, "users of this product who attempt to e-file 10 or more business days after a production release will be required to download and apply the product update." This is also known as the 10-day business rule.

CS Connect behavior

CS Connect rejects any transmitted e-files if 10 business days have passed since a newer software update was released. This means you'll need to install the latest version of the state software, re-create the e-file, and transmit the e-file to Thomson Reuters.

Identify and resolve "stale" e-files

Before transmitting state electronic files, review the
Electronic Filing
tab in the
CS Connect
window. This tab displays the word
STALE
next to any state e-files that were created in an outdated version of the software. You can also create an e-file status report if you prefer a printable list.
To fix e-files listed as
STALE
, complete these steps.
  1. Install the latest version of the your state application (such as UltraTax/1040-MI).
  2. Suppress the federal and any additional state returns to ensure only the stale e-file is created.
  3. Re-create the electronic files for the affected returns.
  4. Transmit the new e-file to Thomson Reuters via CS Connect.

Recommendations

We recommend the following:
  • To avoid possible delays when e-filing, we strongly encourage you keep your applications updated with automatic downloads from CS Connect Background Services. This feature is enabled by default and you can verify it's enabled by going to
    System Configuration
    under
    Setup
    and selecting the
    CS Connect
    tab. Verify you've marked the
    Enable CS Connect Background Services
    checkbox. You can also manually install UltraTax CS updates via CS Connect.
  • When creating e-files, consider transmitting them frequently instead of letting them accumulate in the queue and transmitting later.
  • You can verify your software version by selecting
    Help
       then
    About
    .
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