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Use a 3rd-party application vendor to e-file returns
Follow these steps to use a 3rd-party application vendor to transmit electronic files.
- Process the client returns and create the electronic files for all clients designated in UltraTax CS as electronic filing clients.
- Transmit the returns to the 3rd-party vendor using the vendor's application.noteThe 3rd-party vendor's application checks for errors in these returns and provides all support for electronically filed returns transmitted to the vendor.The 3rd-party vendor transmits the electronic files to the taxing authorities.
- Monitor and retrieve acknowledgments via the third-party vendor.noteWhen you use a 3rd-party application vendor to transmit electronic returns, the Electronic Filing Status window isn't available in UltraTax CS. Direct all questions regarding rejections, acknowledgments, or electronic filing errors to the 3rd-party vendor's technical support department.