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E-file a New York return with a different tax year

Follow these steps to e-file a New York return with a different tax year than the federal return.

Clone the existing client:

Open the client and select File
, then Save As
.

Enter a new client ID for the client,

Select Save
.

This new client has the same EIN and name as the federal client, but is used for New York purposes only.

Change the year-end information on the 1120 screen to the New York tax year.

Make any changes to the federal information to calculate the correct tax on the New York return.

Mark File this return electronically
on the ELF screen.

Mark Short year return
on the NYELF screen.

Attach a PDF of the federal return filed with the IRS.

Select Edit
, Electronic Filing Attachments
, then Add
.

Select Federal Return
in the Attachment title
field.

Select New York
in the Product
field.

Select Tax Return
in the Return
field.

If you scanned the document into FileCabinet CS, select FileCabinet CS
, then Select
to select the document.

If you didn't scan the document into FileCabinet CS, select File
, then Browse
to go to the document you want to attach.

Review and clear all ELF diagnostics.

Print the return to generate the electronic file either to a printer or to FileCabinet CS.

Follow the procedures to send the returns electronically via CS Connect.