Troubleshoot missing e-file acknowledgements

You might be missing e-file acknowledgements if you:
  • Move or restore client data from another location: If the electronic filing status is missing after moving client data, you can select
    Help
    , then
    Repair
    to rebuild the ELF status for one client or all clients. Rebuilding for all clients requires all users to exit UltraTax CS and may take a considerable amount of time, during which you will be unable to leave the rebuilding progress window. To rebuild for all clients, select the Rebuild ELF Status button in the All clients section. To rebuild for one client, select the client in the list and select the Rebuild ELF Status button in the client-specific section.
  • Install UltraTax CS on multiple computers that use data locations other than the primary office/data location: When you call CS Connect and have the
    Retrieve acknowledgements
    switch set to
    Yes
    , CS Connect will download and apply all pending electronic filing acknowledgments for the data location currently set in the Data Location tab of your User Preferences.
  • Have a network license of UltraTax CS installed and multiple data locations: When you call CS Connect and have the
    Retrieve acknowledgements
    switch set to
    Yes
    , CS Connect will download and apply all pending electronic filing acknowledgments for the data location currently set in the My Settings tab of your User Preferences.
  • Licensed for a branch or office share configuration: The office being used is determined by the preparer that is assigned to the client you are in or from the My Settings tab in User Preferences. To change the active office/firm, open a client that has a preparer associated with the other office or change the office from My Settings tab and retrieve acknowledgements from CS Connect.
  • Use multiple data locations to process clients and transmit and retrieve acknowledgements: When you retrieve acknowledgements from CS Connect, you will only receive acknowledgements for the returns that are present in the current UltraTax CS data location. To change the office location, select
    Setup
    , then
    User Preferences
    , then
    My Settings
    tab and select the office from the
    Office
    field.

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