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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

Set options for 3rd-party application vendors to transmit e-files

If you're using both CS Connect and a 3rd-party application vendor to transmit electronic returns, you'll need to set user preferences to indicate which transmitter to use for the current returns. The options you set apply only to the current user and remain in effect until you change the options again. These options include the following:
  • Whether to use CS Connect or a 3rd-party application vendor as the default transmitter.
  • Where UltraTax CS should place the electronic file for a 3rd-party application vendor after the file is created.
note
When you use a 3rd-party application vendor to transmit electronic returns, the 
Electronic Filing Status
 window isn't available in UltraTax CS. Direct all questions regarding rejections, acknowledgments, or electronic filing errors to the 3rd-party vendor's technical support department.
  1. Select
    Setup
    ,
    User Preferences
    , then the
    Misc
     tab.
  2. Clear the
    Use Thomson Reuters as the ELF transmitter
     checkbox to indicate you're using a 3rd-party vendor rather than CS Connect to transmit electronic returns.
    note
    • This checkbox displays only if you're licensed to use a 3rd-party vendor to transmit returns. You'll need to mark and clear this checkbox when switching between using CS Connect and a 3rd-party vendor to transmit returns.
    • If you use CS Connect, you can specify the method you use to connect to CS Connect. To do so, select
      Modify
       in the CS Connect communications section of the
      Misc
       tab, then the connection method you want to use.
  3. Select the
    File Locations
     tab.
  4. Select
    Other
    .
    ELF: 3rd party data
     appears in the file types list. If you accepted the defaults when you installed the 3rd-party application,
    C:\
     is the drive and path displayed here. This is the location where UltraTax CS places the electronic file when completed.
    • If the drive and path displayed here are correct, select
      OK
       to close the
      User Preferences
       window.
    • If the drive and path displayed here are incorrect, you'll need to change the data drive or path.

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