Filter the ELF status window to view EFW filers
Designate the EFW column as a Primary column
To filter using a specific column, that column must be designated as a
Primary
column. If it is not already indicated as a Primary
column (which the EFW
column is not by default), access the Column Preferences
button and change the EFW
designation to Primary
.Filter to view clients whose e-files have been Created and EFW has been authorized
UltraTax CS logs an event to each client when a client authorizes a taxing agency to withdraw funds directly from a bank account. Within the ELF Status window, an
X
will appear in the EFW
column, accordingly.- Begin by selecting the filter near theEFWcolumn and selectingX.
- The ELF Status window will now be filtered to show only those clients for whom an Electronic Funds Withdrawal has been authorized and the e-file has been created.
Print a report for all clients who appear using the above filter options
After filtering the clients as desired using one of the two methods, to print a report including all clients who appear under the given filter, view the following steps.
- After applying the desired filter above, select theSelect Allbutton which appears within Electronic Filing Status window.noteIf theDeselect Alloption is available, disregard this step.
- Select thePrintbutton on the toolbar within the ELF Status window.
- Once theE-File Status Printdialog appears, select theStandard efile reportoption (columns displayed on the primary level), and selectPrint.
