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Filing

Prepare electronic returns

Do the following to enter data and create electronic files for 1 or multiple clients.
  1. Enter the client's tax data. Make sure you follow the guidelines for entering data.
  2. Open the
    ELF
     screen in the
    Electronic Filing
     folder.
  3. Enter
    X
     in the
    File this return electronically
     field.
    note
    To request an electronic funds withdrawal to pay a balance due for Form 1041, complete the General Information section on the
    ELF
     screen in the
    Electronic Filing
     folder. Enter the bank account information on the
    Bank
     screen in the
    General
     folder.
  4. If the
    Name control: Calculated
     field on the
    ELF
     screen is blank, enter information in the
    Family name for electronic filing name control
     field on the
    1041
     screen, or enter information in the
    Name control: Force
     field on the
    ELF
     screen.
  5. If you use a Personal Identification Number (PIN) to sign the return instead of Form 8453-FE, enter PIN information in the 2nd section of the
    ELF
     screen.
  6. Select
    View
    , then
    Diagnostics
    . Review the diagnostic messages in the
    Federal Diagnostics
     window. Select any item displayed in the window to open the corresponding screen to address the diagnostic message. Clear all Critical and ELF Critical diagnostic messages and review the FYI diagnostic messages, then close the
    Federal Diagnostics
     window.
  7. Select
    File
    , then
    Print Returns
    .
    note
    • When you create the federal electronic file, UltraTax CS automatically creates the state electronic file, if necessary. UltraTax CS generates a state FYI diagnostic message that indicates a state electronic file was created. You can file a paper return for the state and suppress the creation of the state electronic file.
    • By default, the government collation includes only the forms needed to submit by the taxing authority when you file an electronic return. To change these collations, select
      Setup
      , then
      1041 Fiduciary
       to open the
      Product information
       window. Select the
      Federal
       or state tab, then
      Tax Return
       to change the print collation for all electronic returns. We strongly recommend using the default collation.
  8. Mark the
    Government copy
     and
    Create electronic file
     checkboxes.
    note
    • To create the return or check the return for electronic filing errors without printing forms, mark only the
      Government copy
       and
      Create electronic file
       checkboxes in the
      Print Returns
       window.
    • To check for errors without create the electronic file, select
      Check E-File
      .
    • To check for errors and create the electronic file, select
      E-File
      .
    • If you use a 3rd-party application vendor to transmit returns, mark the
      Create electronic file (for 3rd Party)
       checkbox to create the electronic file. UltraTax CS creates the electronic file without checking for errors. The 3rd-party vendor is responsible for checking for errors.
  9. Select
    Options
     and mark the necessary federal and state checkboxes.
    note
    If you're creating the FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), clear the
    Federal
     and any state checkboxes. Mark the
    FinCEN Form 114
     checkbox.
  10. To create electronic files for multiple clients at the same time, select
    Clients
    , then select the specific clients.
  11. Select
    Preview
     to review the return on screen, or select
    Print
    . When you select
    Preview
     or
    Print
    , UltraTax CS checks for errors in the electronic file.
    note
    • Select
      Print
       or
      E-File
       in the
      Print Returns
       window to create the electronic file. If you select
      Print Preview
       on the toolbar or select
      Preview
       in the
      Print Returns
       window, UltraTax CS doesn't generate the electronic file.
    • When UltraTax CS creates electronic files, it automatically deletes any untransmitted electronic files for a client. UltraTax CS notifies you of the returns it will delete. If you want to stop the creation of the new electronic files and keep the existing files, select
      Cancel
      . Otherwise, select
      OK
       to delete the untransmitted electronic files and create new files.
    • If you use a 3rd-party application vendor to transmit 1041 returns, UltraTax CS places the electronic file in the location you specified in the
      Setup
      ,
      User Preferences
      ,
      File Locations
       tab.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1041 Fiduciary

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