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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
  • Subject: e-file,Clients

Set up email notifications when returns are accepted

Set up email alerts so clients are notified when their federal or state e-filed returns and extensions are accepted.
UltraTax CS only sends email notifications to clients when their returns are accepted, never rejected. You can also blind carbon copy (BCC) yourself to get a copy, and set up notifications for rejections, too.
important
Set this up
before
 you create and transmit any e-files in order for clients to get these emails. If you've already created or transmitted electronic returns, changes made here won't apply to those returns.
  1. In UltraTax CS, go to
    Setup
    , then
    Client Communications
    .
  2. Enter an email in the
    Firm email address
     field.
  3. Enter each client's email address in their
    Email Address
     field.
    1. For 1040 clients, use the
      Tp:
       dropdown to select
      Sp:
       and enter the spouse's email, if needed.
  4. If you only want specific clients to get emails:
     Select
    Return
     or
    Return/Ext
     in the
    Email ELF Ack
     column for each client. Otherwise, skip this step.
  5. Select
    ELF/eSign Options
    .
  6. Select the following settings:
    1. In the
      Automatically assign Email ELF Ack
       section, select an option in the
      When
       dropdown. If you only want specific clients to get emails, keep this at the default
      Never
      . Otherwise, select
      Always
       or
      Email address entered
      .
    2. In the
      Type
       dropdown choose if you want only returns or returns and extensions.
    3. If you chose to
      Always
       send emails, select an option for
      Recipient email
      . This is where acceptance notifications go when a client email isn't entered.
    4. In the
      ELF Acceptance settings
       and
      ELF Rejection settings
       sections, select if you want blind carbon copies (BCCs) or rejection notifications sent to you.
      note
      If you choose
      Preparer
      ,
      Reviewer
      , or
      Staff
      , make sure their emails are entered in
      Setup
      Office Configuration
       on the respective tab.
    5. Select
      OK
       to save your changes. UltraTax CS will update the
      Email ELF Ack
       column for the clients in the Client Communications list.
  7. Once Client Communications is updated, select
    OK
     to save and close the window.
note
  • The sender email address might show as
    efileservices.net
    , which is the domain UltraTax CS uses for email notifications.
  • Email addresses you enter in Client Communications transfer to the
    Contact
     screen in the client's return.
  • The
    Email ELF Ack
     field transfers to the
    Email notification when electronically filed return is accepted by taxing authority
     field in the
    ELF
     screen.

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