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Define the 1041 electronic filing configuration

To configure UltraTax CS to file 1041 returns electronically, you first need to set options for all clients in the Setup
, Office Configuration
, then the E-Filing
tab. The options you set in this tab apply to all clients and include options for Electronic Filing Identification Numbers (EFINs), state electronic files, and alternate Electronic Return Originator (ERO) information.

The 1st time you open UltraTax CS, you'll need to enter your EFIN and ERO information for UltraTax CS/1041.

The following steps will help you do the following:

Determine whether you'll file all returns using a single EFIN or several EFINs.

Enter ERO information if you want to use alternate information for the ERO instead of the licensed firm information.

Determine global suppression options for the creation of state returns.

Set print options for the facsimile of Form 9325.

Set options to file the return electronically.

Set email notification options.

Select Setup
, then Office Configuration
.

note

Depending on your security configuration, you may need to enter the master password before you can open the

Office Configuration

window. The master password is specified in Setup
, then Security
.

Select the E-Filing
tab.

Select 1 of the following options in the EFIN (Electronic Filing Identification Number) section.

If you're filing electronic returns using only 1 EFIN, select All returns in this office will file using EFIN
and enter the 6-digit, IRS-assigned EFIN in the field.

If you're using different EFINs, select Several EFINs are being used
. After you select this option, you'll need to assign EFINs to each preparer in the Preparers tab. To do so, select the Preparers
tab, select Add
or Edit
for each preparer, enter the EFIN in the Preparer EFIN
field, then select OK
to save the information.

important

For UltraTax CS to assign this EFIN in the electronic file for each client properly, you'll need to select the preparer from the Preparer
field in the File
, then

Client Properties

window before you mark the File this return electronically
field in the

ELF

screen.

Select States
. If you haven't received the necessary approval from a state, or if you want to suppress the creation of all electronic files for a given state, clear the checkbox next to the state.

note

The options set in this window affect electronic returns for all entities. UltraTax CS gives several options for suppressing state electronic returns.

Select Done
to close the

States

window.

Select ERO
to open the

Electronic Return Originator (ERO)

window. UltraTax CS uses the licensed firm information as the default for the ERO information. To enter alternate information for the ERO rather than use the licensed firm information, select Use alternate ERO information
in the Electronic Return Originator (ERO) information to Electronic Filing Signature Form section, then complete all of the fields for the alternate ERO.

Select Done
to close the

Electronic Return Originator (ERO)

window.

Select Done
to close the

Office Configuration

window.

Select Setup
, then 1041 Fiduciary
.

Select Other Return Options
, then the General
tab. The taxpayer's address is right-aligned when the facsimile of Form 9325 prints. To have the taxpayer's address print left-aligned on the facsimile of Form 9325, mark the Print Form 9325 taxpayer mailing address left-justified
checkbox in the Return Presentation section.

Select OK
to close the

Other Return Options

window.

Select New Client Options
. Mark the File the return electronically (Screen ELF)
checkbox in the Other section to mark the File this return electronically
checkbox automatically in the

ELF

screen for new clients. If you don't want this checkbox marked automatically, clear the File the return electronically (Screen ELF)
checkbox. You'll then need to mark the File this return electronically
checkbox in the

ELF

screen for each client you want to file electronically.

Select OK
to close the

New Client Options

window.

Thomson Reuters can send the client an email notification on your behalf when the federal and state returns and extensions are accepted. You'll need to select this option in the client's return before creating the electronic file.

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Define the 1041 electronic filing configuration