Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

e-file Help and Support

Fix electronic file errors

Follow these steps to correct errors in an electronic file.
note
If you use a third-party vendor for transmission, check their error report and instruction guide first.
  1. Check if UltraTax CS detected the errors or if the taxing authority rejected the return.
    • Review error details for UltraTax CS errors: Select
      Print Report
       in the
      E-File Error Report
       window. Review the error details. Select
      OK
      .
      note
      You'll need to fix all errors before UltraTax CS will create the electronic file.
    • For taxing authority rejections: Check the reject codes/business rules. Review your acknowledgment message.
  2. In UltraTax CS, correct the errors via the input screens.
  3. Recreate the electronic file.
  4. If errors persist or the authority rejects the file again, repeat steps 1-3.
    important
    The IRS requires specific name control fields for various forms. UltraTax CS calculates these automatically, but you may need to:
    • Verify names in the input screens.
    • Override name controls if the IRS database shows different values.
    • Pay special attention to partnership, trust, or corporation names.
    tip
    The IRS doesn't accept electronically filed returns under certain conditions. UltraTax CS and other error-checking tools incorporate these guidelines to ensure that UltraTax CS creates electronic files that the IRS accepts. For detailed guidelines, consult:

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
  • Subject: e-file

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close