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E-File Status Print dialog
Show all expandable content
Use this dialog to perform one or more of the following actions.
- Print Form 9325.
- Print an electronic filing history report.
- Print a standard electronic filing report.
- Print a detailed electronic filing report.
- Send Form 9325 and electronic filing reports to FileCabinet CS& or Onvio Documents (if licensed).
To open this dialog, select the Electronic Filing Status button, and then select the Print button in the Electronic Filing Status dialog.
Fields & buttons
Print where group box
Printer
Mark this checkbox if you want to print paper copies of the selected documents.
Printer name
This field displays the printer you selected in UltraTax CS or the default printer you have set up for Windows applications. To change the printer to which UltraTax CS prints, select the Printer button.
FileCabinet CS / Onvio Documents
Mark this checkbox to store copies of the selected documents in FileCabinet CS or Onvio Documents (if licensed).
note
If you mark only this checkbox and not the
Printer
checkbox, the Print button at the bottom of this dialog becomes the To Cabinet or To Onvio button. Select this button to print the selected documents to the specified document management application.FileCabinet CS data location
Use this drop-down list to select the FileCabinet CS data location where you want to store the selected documents. This field is available only if you mark the
FileCabinet CS
checkbox, are licensed for FileCabinet CS, and have FileCabinet CS installed.Printer button
Select this button to open the Select Printer dialog to change the default printer for UltraTax CS.
Print what group box
note
To print reports for multiple clients at the same time, select several clients in the status list. To do so, press the SHIFT key and select the desired clients to highlight multiple adjacent clients, or press and hold the CTRL key and select the desired clients to highlight multiple clients who are not listed next to each other.
9325
Select this option to print IRS Form 9325, Acknowledgement and General Information for Taxpayers who File Returns Electronically or the state Form 9325 facsimile for the client(s) you selected in the status list.
ELF History Report
Select this option to print a detailed list of all electronic filing events for a client, including the date and time any electronic files were created, deleted, transmitted, or acknowledged.
Standard e-file report (columns displayed on the primary level)
Select this option to print a basic report that will not include the detailed IRS error descriptions for rejected returns. To print a report that includes error descriptions, select the
Detailed e-file report (columns displayed on the primary and secondary levels)
option. The basic report includes the number of columns that can fit on a page (from left to right in the status list). To arrange columns in the status list, select a heading and drag the heading to the desired location. To hide a column, make a column visible, or move a column between the Primary and Secondary lines, select the Column Preferences button.Detailed e-file report (columns displayed on the primary and secondary levels)
Click this option to print a detailed report that will include the detailed IRS error descriptions for rejected returns. To print a report that does not include error descriptions, select the
Standard e-file report (columns displayed on the primary level)
option. The detailed report spans additional pages, if necessary, to accommodate the columns in the status list.Other Fields & buttons
Log event
Mark the checkbox if you want to update the client's status when you print. Use the drop-down list to select the status event that you want to log when the client is printed.
note
This field is not available until you set up custom status events in the Setup, Office Configuration, then Status tab.
Copies
To specify the number of copies you want to print, enter a number (up to 9) in this field or use the arrows to increase or decrease the number.
note
By default, the number of copies entered here is retained for subsequent print jobs. To reset the number back to 1, clear the
Retain the number of copies selected on the Print dialogs
checkbox in the Setup, User Preferences, then Misc tab.Preview button
Select this button to preview Form 9325 or the selected report before you print the form or report.
Print button
Select this button to print Form 9325 or the selected report.