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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

Use stale e-file reports to prevent the 10-day rule

Use these reports to find state e-files that were rejected due to a previous version of the application. Because of this, they break the 10-day rule. This means more than 10 business days passed from the release of the current version.
The
Electronic Filing
 tab shows
STALE
 next to any pending e-files that are affected by the 10-day rule. The following reports are a way to create a printable list that can help identify these files.
Identify all e-files that were created, but not transmitted
This report creates a list of all electronic files that you have created but haven’t yet transmitted. This list can help identify e-files that you created some time ago which could be stale and may need to be re-created.
  1. In UltraTax CS, select
    Utilities
    , then
    Client Listing reports
    .
  2. Select the
    Client ELF Summary
     option then select
    Continue
    .
  3. Select
    Modify
     and select the 2nd option in the
    Modify Event Focus
     window.
  4. Select
    Logged
     from the dropdown, then open the
    At event
     dropdown.
  5. Select
    ELF Events
    , and select
    ELF file created
    .
  6. Select
    Another
    .
  7. Select the 2nd option in the
    Modify Event Focus
     window.
  8. Select
    Not Logged
     from the dropdown next to the 2nd option, then open the
    At event
     dropdown.
  9. Select
    ELF Events
    , and select
    ELF file transmitted to CS
    .
  10. Select
    Select
     to move the clients that meet this criteria, then select either
    Preview
     or
    Print
     to view or print the report.
Identify all e-files that were rejected in addition to those created but not transmitted
This report creates a list of all electronic files that have been rejected as well as those e-files that haven't been transmitted. This list can help identify e-files that may have been rejected due to the 10-day rule.
  1. In UltraTax CS, select
    Utilities
    , then
    Client Listing reports
    .
  2. Select
    Modify
     and select the 2nd option in the
    Modify Event Focus
     window.
  3. Select
    Logged
     from the dropdown, then open the
    At event
     dropdown.
  4. Select
    ELF Events
    , and select
    ELF file created
    .
  5. Select
    Another
    .
  6. Select the 2nd option in the
    Modify Event Focus
     window.
  7. Select
    Not Logged
     from the dropdown next to the 2nd option, then open the
    At event
     dropdown.
  8. Select
    ELF Events
    , then select
    ELF ACK received, return accepted
    .
  9. Select all the clients that meet this criteria and select
    Preview
     or
    Print
    .

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