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Filing

Define global options for electronic filing of returns

To configure electronic filing of returns, you 1st need to define global options that apply to all clients. These include:
  • Filing all returns using a single EFIN or several EFINs.
  • States to create electronic files for when you create the federal files.
  • Practitioner PIN, default Self-Select PIN option, or automatically generate a PIN.
  • Participation in Refund Advantage bank products.
  • File this return electronically
     checkbox proforma'd or marked for all new clients.
  • Print options for the facsimile of Form 9325.
  • Email notifications.
The 1st time you start UltraTax CS, take the following steps.
tip
If your firm has multiple installations of UltraTax CS or multiple file locations, there are other issues to for you to address.
  1. Select
    Setup
    , then
    Office Configuration
    .
    note
    You might need to enter the master password. This is specified by going to
    Setup
    , then
    Security
    .
  2. Select the
    E-Filing
     tab.
  3. Choose how you want to use EFINs:
    • If you're filing electronic returns using 1 EFIN, select
      All returns in this office will file using EFIN
       and enter the 6-digit, IRS-assigned EFIN.
    • If you're using different EFINs, select
      Several EFINs are being used
      .
      note
      You'll also need to assign EFINs to each preparer. On the
      Preparers
       tab, select
      Add
       or
      Edit
       for each preparer, enter the EFIN, and select
      OK
      .
    note
    To make sure EFINs are assigned, go to
    File
    ,
    Client Properties
     and choose the
    Preparer
     before you mark the
    File this return electronically
     checkbox on the
    ELF
     screen.
  4. Select
    States
    .
  5. If you've not received approval from a state or you want to suppress the creation of all electronic files for a given state, clear the checkbox next to that state.
    note
    The choices you make here affect electronic returns for all entities. There are several options for suppressing state electronic returns.
  6. Select
    Done
    .
  7. Select
    ERO
    .
    note
    The default ERO information comes from the licensed firm information.
  8. To enter other information for the ERO, select
    Use alternate ERO information
     and enter information for the Alternate ERO.
    note
    If you are using multiple EFINs, enter any alternate ERO information for each EFIN individually.
  9. To use the Practitioner Personal Identification Number (PIN) option rather than the Self-Select PIN option, mark the
    Practitioner PIN Program filer
     checkbox.
  10. To generate the taxpayer's PIN automatically, mark the
    Automatically generate taxpayer(s) PIN
     checkbox.
    I
    note
    If the taxpayer consents to using a PIN generated by UltraTax CS, you'll need 1 of the following from the client:
    • A signed Form 8879, IRS e-file Signature Authorization before you transmit the return.
    • A signed Form 8878, IRS e-file Signature Authorization for Application for Extension of Time To File, before you transmit an extension.
    If the taxpayer doesn't consent to using the PIN generated by UltraTax CS, a
    Suppress automatic PIN generation
     field is available in the PIN screen.
  11. To generate the signature date automatically, mark the
    Automatically generate signature date
     checkbox.
    note
    By doing this you will use the system date when you enter a PIN on the
    PIN
     screen.
  12. Select
    Done
    , then
    Done
     again.
  13. Select
    Setup
    , then
    1040 Individual
    .
  14. Select
    Other Return Options
    .
  15. To automatically mark the
    File this return electronically
     checkbox for proforma'd clients on the 1st time in the client, mark the
    File the return electronically if not marked for e-file in the prior year (Screen ELF)
     checkbox on the
    Other
     tab.
  16. To print Form 8453 filing instructions for all indicated attachments, mark the
    List all indicated attachments in Form 8453 Filing Instructions
     checkbox in the
    Other
     tab.
    note
    By default, Form 8453 filing instructions are printed with Form 8453 for document attachments indicated in Form 8453 - Paper Document Attachments section of the ELF screen as code 3 (
    Yes, in taxpayer's possession
    ). This is useful when you send Form 8453 when you request certain documents from your client before mailing Form 8453.
  17. To print the taxpayer's address left justified on the facsimile of Form 9325, mark the
    Print Form 9325 taxpayer mailing address left-justified
     checkbox in the
    Other group
     box on the
    Return Presentation
     tab.
    note
    In accordance with the IRS form design, the taxpayer's address is right-justified when the facsimile of Form 9325 is printed.
  18. Select
    OK
    .
  19. Select
    New Client Options
    .
  20. Decide if you want to mark the
    File the return electronically
     checkbox automatically on the
    ELF
     screen:
    • Mark the
      File the return electronically (Screen ELF)
       checkbox in the
      Other group
       box to automatically mark the
      File this return electronically
       checkbox on the
      ELF
       screen for new clients.
    • Clear the
      File the return electronically (Screen ELF)
       checkbox if you don't want this checkbox marked automatically. You'll then need to mark the
      File this return electronically
       checkbox on the
      ELF
       screen for each client you want to file electronically.
  21. To automatically print PIN forms for all new clients who electronically file returns before completing all PIN fields, mark the
    Print electronic filing PIN signature forms (Screen PIN)
     checkbox in the
    Other group
     box of the
    New Client Options
     window.
  22. Select
    OK
    .
  23. To use bank products for 1040 returns:
    1. Select
      Setup
      ,
      1040 individual
      , then
      Bank Products
      .
    2. Mark the
      Use Electronic Refund Disbursement Service
       checkbox.
    3. Enter the fees, then select
      Validate
       to retrieve Refund Advantage or FEPS Financial enrollment information.
  24. To automatically enter
    1(Return)
     in
    Email notification when electronically filed return is accepted by taxing agency
     on the
    ELF
     screen for all clients with an email address:
    1. Select
      Setup
      ,
      Client Communications
      .
    2. Select
      ELF / eSign Options
      .
    3. Select
      Email address entered
       from the
      When
       dropdown list in the Automatically mark Email ELF Ack group box.
    4. Select
      OK
      , then
      OK
       again.
  25. Select
    OK
    , then
    OK
     again.
  26. If using CS Connect, your electronic filing configuration is complete. Select
    OK
     to close the
    System Configuration
     window.
    note
    If you use a 3rd-party application vendor to transmit returns, the steps to complete your filing configuration may differ.
You can now begin entering data for the return.

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