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.
- Check if UltraTax CS detected the errors or if the taxing authority rejected the return.
- Review error details for UltraTax CS errors: SelectPrint Reportin theE-File Error Reportwindow. Review the error details. SelectOK.noteYou'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.
- In UltraTax CS, correct the errors via the input screens.
- Recreate the electronic file.
- If errors persist or the authority rejects the file again, repeat steps 1-3.importantThe 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.
tipThe 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:
