Troubleshoot electronic file not creating

Follow these tips to troubleshoot if the e-file isn't creating after you select
File
,
Print Returns
, then
Create electronic file
.
  • Select
    Setup
    ,
    User Preferences
    , then
    File Locations
    and make sure that the data path isn't pointing to a personal location. If it is, then change the location to point to the firm's location
  • If UNC paths are used (drive mappings that begin with \\, rather than a drive letter, such as X:), map the network drives to test whether or not this is causing the issue. Contact your network technician if you need assistance with mapping network drives
  • Turn off any antivirus software (for the creation of the electronic file only; make sure you aren't connected to the Internet).
  • Ask your network technician to verify that the firewall configuration isn't blocking the creation of the e-file.
  • Try creating the electronic file in Windows Safe Mode, a diagnostic version of Windows that disables many non-essential Windows processes. Follow these steps to restart in Safe Mode:
    1. Select
      Start
      , then
      Run
      .
    2. Enter
      msconfig.exe
      and select
      OK
      .
    3. Select the
      Boot
      tab, mark
      Safe Boot
      , and select
      Network
      .
    4. Select
      OK
      . Once Windows is in Safe Mode, try re-creating the electronic file again. If it works, there may be a process running on your computer that's preventing the creation of the electric file. Contact your network technician for further assistance.
    5. Once finished in Safe Mode, select
      Start
      ,
      Run
      , then
      OK
      .
    6. Select the
      Boot
      tab and clear the
      Safe Boot
      checkbox to restart in the standard version of Windows.

Additional troubleshooting steps

  1. This step is primarily for 1120 returns. If you aren't working with an 1120 return, move on to Step 2. Select
    Screen ELF
    in the
    Electronic Filing
    folder, and clear then re-mark the return for e-filing.
  2. Select
    File
    ,
    Send to
    , then
    File
    . Send to your desktop for easy access.
  3. Select
    File
    , then
    Delete
    and delete the client from UltraTax CS.
  4. Double-click the desktop CSD file to restore the client.
  5. Re-create the file.
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