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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

Re-create e-files (including accidental transmissions)

If you need to correct errors in a return for which you've already created an electronic file, you'll need to correct the errors and re-create the electronic file, replacing the existing file. Follow these steps to re-create an electronic file.
  1. Review and correct any data issues indicated in the UltraTax CS diagnostic messages.
    note
    To view diagnostic messages in UltraTax CS, select
    View
    , then
    Diagnostics
    , or use Ctrl + D.
  2. Select
    File
    , then
    Print Returns
    .
  3. Mark the
    Create electronic file
     checkbox.
  4. Select
    Print
     or
    E-file
    .
  5. Select
    Recreate the e-file and print to any other selected destinations
     in the
    E-File Exists
     window.
  6. Select
    OK
     to replace the existing electronic file.
  7. Correct all electronic filing errors. The following 3 types of errors appear in the
    E-File Error Report
     window.
    • CS errors
      : Errors that begin with
      CS
       report incomplete data entry, usually a result of ELF Critical diagnostics, such as incomplete PIN screen diagnostics. For example,
      1040 error CSUSL, Return doesn't qualify for PIN for the following reasons: ERO PIN is required on Screen PIN.
      .
      note
      1040 and 1041 returns: If you can't correct a CS error and the return must be paper filed, explain the reason the return must be paper filed in the statement window for the
      Other circumstance preventing this return from being electronically filed
       field in the Form 8948 - Paper Filing Exceptions section of the
      ELF
       screen.
    • Agency Errors
      : IRS agency errors, such as
      1040 error FW2-499, Form W-2, Line B 'Employer EIN' is invalid for processing an Individual e-filed return
      .
      note
      1040 and 1041 returns: If you can't correct an IRS error and the return must be paper filed, enter the rejection from the E-File Error Report (for example, error FW2-499) in the
      UltraTax CS error reject code (ERC)
       field in the Form 8948 - Paper Filing Exceptions section of the
      ELF
       screen.
    • Schema Failure
      : The IRS requires the electronic file to meet the rules defined by the IRS in a schema. Errors are usually missing data or contain incorrectly entered data, such as entering 4 digits (instead of 5 or 9 digits) for a ZIP Code (for example,
      1040 error "Schema Failure Data is formatted improperly IRS W2 > EmployerUSAddress > ZIPCode"
      ).
      note
      1040 and 1041 returns: If you can't correct a schema failure and the return must be paper filed, explain the reason the return must be paper filed in the statement window for the
      Other circumstance preventing this return from being electronically filed
       field in the Form 8948 - Paper Filing Exceptions section.
  8. If the return has more errors, correct the errors and repeat steps 1 - 7.
  9. Transmit the electronic return.
    note
    For 1040 and 1041 returns, after you retrieve the acknowledgments, if you can't correct an IRS error and the return must be paper filed, enter the rejection from the E-File Error Report (such as FW2-499) in the
    IRS error reject code (ERC)
     field in the Form 8949 - Paper Filing Exceptions section of the
    ELF
     screen.

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