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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,2290 Heavy Vehicle Use Tax,FBAR FinCEN 114
  • Subject: e-file

Create and transmit electronic files

Follow these steps to create and transmit an electronic file.
note
  • Any staff member who transmits electronic files will need to turn on multi-factor authentication.
  • Only 1 person at a time can transmit electronic files through CS Connect per data location.
  1. Review and address any ELF Critical Diagnostics. Select
    View
    ,
    Diagnostics
    , then the
    ELF Critical
     tab.
  2. Select
    File
    , then
    Print Returns
     to create the electronic file.
  3. Mark the
    Government copy
    ,
    Paper
    , and
    Create electronic file
    checkboxes.
    note
    Marking
    Paper
     won't print a full copy of the return. It will only print action items such as signature documents (that is, 8879), filing instructions, and payment vouchers.
  4. Select
    Print
    .
  5. Select
    Utilities
    , then
    CS Connect
    .
  6. Switch
    ($) Transmit returns
     to yes.
  7. Select the
    Electronic Filing
     tab.
  8. Select the client, then
    Connect
     to transmit the return.
  9. Answer the multi-factor authentication prompt on your mobile device to verify your sign-in.

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