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1120 states

E-file consolidated or combined state returns

To file consolidated or combined state returns electronically, complete the following steps.
note
If the consolidated group filing in the state is not the same as the consolidated group filing the federal electronic return, you can't electronically file the following state consolidated returns:
  • California
  • Kansas
  • Minnesota
  • Montana
  • Nebraska
  • New Mexico
  • Oregon
  • Virginia
  1. Complete data entry for all members of the consolidated group.
  2. Mark the
    File this return electronically
     box in the federal ELF screen for each member of the consolidated group. If you're using the Practitioner PIN option, complete the PIN section in the federal ELF screen for each member. Even though you need to complete the PIN section for each member, you only need to print and have the taxpayer sign one copy of Form 8879-C. Print this form from the consolidated client so that the consolidated name will appear on the form.
  3. Review and clear all diagnostics from each member and in the consolidated return.
  4. Make sure all e-filing attachments are in the combined client, not the member returns.
  5. Make sure any non-calculating forms are completed in the combined client, not the member returns.
  6. Select
    File
    , then
    Print Returns
    .
  7. Mark both the
    Government copy
     and the
    Create electronic file
    boxes.
  8. For C Corporation consolidated returns only:
     Select
    Clients
     and select all members of the consolidated group, including the consolidated client and the eliminations client.
  9. For S Corporation consolidated returns only:
     You don't need to select all of the members of the consolidated group as you would a C Corp. Only select the S Corp Consolidated return and create the electronic file as you would for any single member client.
  10. Print the return to generate the electronic file either to a printer or to FileCabinet CS. Note that you won’t be able to preview the returns in the application when selecting multiple clients.
  11. Follow the normal procedures to send the returns electronically via CS Connect.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1120 Corporation
  • Tax jurisdiction: State
  • State: All states,Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,District of Columbia,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,New Hampshire,New Jersey,New Mexico,New York,North Carolina,North Dakota,Ohio,Oklahoma,Oregon,Pennsylvania,Puerto Rico,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,Wyoming

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