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Screen MLELF - Michigan ESA Electronic Filing

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Overview

Use this screen to enter electronic filing information. Only Form 5328 can be electronically filed.

General Information

Use this section to indicate the Essential Services Assessment annual return is to be filed electronically. You must mark the
File this return electronically
 field in federal ELF screen.
Suppress MI ESA electronic file when filing federal return electronically
If this field is marked, UltraTax CS creates the federal electronic file only, and suppresses the Michigan electronic file.
Form MI-5352 has already been signed and returned
Enter
X
 if Form MI-5352, E-file Authorization for the Essential Services Assessment (ESA) has already been signed by an authorized person and returned to the firm. When this field is marked, the filing instructions will indicate no further action is necessary and Form MI-5352 will not print with the tax return. If this field is not marked, the filing instructions will indicate that Form MI-5352 must be signed before the return can be filed electronically. To print Form MI-5352 with the tax return regardless of this field, go to
Setup
, select
Office Configuration
, then
Print Options
, and enter
X
 in the
Always print Form 8879 (etc.) regardless of signature status
 field.
Signature date
Enter the date Form MI-5352 was signed by an authorized person. If this field is blank, UltraTax CS defaults to the
Signature date
 field in the federal ELF screen or the option selected in the
When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered
 field in the Setup menu, Office Configuration, Print Options.
ERO signature date
Enter the date Form MI-5352, Michigan E-file Authorization for the Essential Services Assessment (ESA), was signed by the electronic return originator (ERO). If this field is blank, UltraTax CS defaults to the date entered in the
Signature date
field. If both fields are blank, UltraTax CS defaults to the
ERO signature date
 field in the federal ELF screen, or the option selected in the
When Form 8879 (etc.) signature date(s) (Preparer and/or Client) are not entered
field in the Setup menu, Office Configuration, Print Options.
Requested payment date
Enter the required information in this field to generate the electronic funds withdrawal (direct debit) payment in the electronic file. Use this field to generate the electronic funds withdrawal for balance due returns only. If this field if blank, an electronic funds withdrawal is not generated.
note
The
Requested
payment date
 field is a mandatory field if using electronic funds withdrawal option. For returns filed between May 1 and August 15, the requested payment date may not be later than: 90 days from the date the return was received or August 15. For returns filed between August 16 and February 29, the requested payment date may not be later than: 90 days from the date the return was received or March 1. For returns filed between March 1 and March 31, the requested payment date may not be later than: March 31. For returns filed between April 1 and April 15, the requested payment date may not be later than: April 15.
Electronic filing allows electronic filers with a balance due to authorize a direct transfer from their checking or savings account. Using this feature, electronic filers can file early and set a date for automatic payment if there is a balance due.
note
To instruct the client to pay by electronic funds transfer instead of direct debit, leave this field blank and enter
X
 in the
Michigan Treasury Online
 field in the Michigan ESA Payment section in the MLLetter screen.
Amount of tax payment
The UltraTax CS default for the amount of tax payment being made through electronic funds withdrawal is the balance due on Form 5328. If only a partial payment of the balance due is being made through electronic funds withdrawal, enter that amount in this field.

Personal Identification Number (PIN) Information

Use this section to complete Form MI-5352.
PIN authorization indicator
Select the appropriate indicator to designate who entered the taxpayer’s PIN. Select a code from the drop-down list to enter the proper information. If you leave this field blank, UltraTax CS uses code
1
 (Taxpayer entered PIN) as the default.
Taxpayer PIN
Enter the taxpayer’s self-selected Michigan Personal Identification Number (PIN). Enter any five digits except 00000. A custom drop-down list is available for this field.

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