Retrieve watermarked Schedules 1 for 2290 via CS Connect
Follow these steps to electronically file a 2290 return.
- Optional: Set the Schedule 1 destination.
- Go toSetup>2290 Heavy Vehicle Use Taxand selectOther Return Options.
- If you have a FileCabinet CS or GoFileRoom license, UltraTax CS will automatically store watermarked Schedules 1 in those applications after retrieving them from the IRS via CS Connect. To prevent this, uncheck the field in the Schedule 1 destination group.
- UltraTax CS also saves a copy of the watermarked Schedule 1 to a specified location on your hard drive or network. To stop this, uncheck thePDF locationfield. To change the saved location, select theBrowsebutton
, select the location, and select OK.
- Prepare the return, or the amended return, for electronic filing.
- Check for errors in the electronic file, and then correct errors, if necessary.
- Transmit the electronic file to the IRS via CS Connect.
- Retrieve acknowledgments via CS Connect.
- If the return is rejected, correct errors in the return, re-create the electronic file, and retransmit the return.
- If the return is accepted, the watermarked Schedule 1 is saved to the destination you chose in step 1.
- After you retrieve the acknowledgments, you can view the updated status of the electronic file in the Electronic Filing Status dialog.
noteCS Connect will download only the watermarked Schedule 1 when the firm is either licensed for FileCabinet CS or GoFileRoom or if a valid location is showing in Setup, 2290 Heavy Vehicle Use Tax, Other Return Options, then 2290 Schedule 1 PDF location.
