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Prepare electronic returns
Do the following to enter data and create electronic files for 1 or multiple clients.
- Enter the client's tax data. Make sure you follow the guidelines for entering data.
- Open theELFscreen in theElectronic Filingfolder.
- EnterXin theFile this return electronicallyfield.noteTo request an electronic funds withdrawal to pay a balance due for Form 1041, complete the General Information section on theELFscreen in theElectronic Filingfolder. Enter the bank account information on theBankscreen in theGeneralfolder.
- If theName control: Calculatedfield on theELFscreen is blank, enter information in theFamily name for electronic filing name controlfield on the1041screen, or enter information in theName control: Forcefield on theELFscreen.
- If you use a Personal Identification Number (PIN) to sign the return instead of Form 8453-FE, enter PIN information in the 2nd section of theELFscreen.
- SelectView, thenDiagnostics. Review the diagnostic messages in theFederal Diagnosticswindow. Select any item displayed in the window to open the corresponding screen to address the diagnostic message. Clear all Critical and ELF Critical diagnostic messages and review the FYI diagnostic messages, then close theFederal Diagnosticswindow.
- SelectFile, thenPrint Returns.note
- When you create the federal electronic file, UltraTax CS automatically creates the state electronic file, if necessary. UltraTax CS generates a state FYI diagnostic message that indicates a state electronic file was created. You can file a paper return for the state and suppress the creation of the state electronic file.
- By default, the government collation includes only the forms needed to submit by the taxing authority when you file an electronic return. To change these collations, selectSetup, then1041 Fiduciaryto open theProduct informationwindow. Select theFederalor state tab, thenTax Returnto change the print collation for all electronic returns. We strongly recommend using the default collation.
- Mark theGovernment copyandCreate electronic filecheckboxes.note
- To create the return or check the return for electronic filing errors without printing forms, mark only theGovernment copyandCreate electronic filecheckboxes in thePrint Returnswindow.
- To check for errors without create the electronic file, selectCheck E-File.
- To check for errors and create the electronic file, selectE-File.
- If you use a 3rd-party application vendor to transmit returns, mark theCreate electronic file (for 3rd Party)checkbox to create the electronic file. UltraTax CS creates the electronic file without checking for errors. The 3rd-party vendor is responsible for checking for errors.
- SelectOptionsand mark the necessary federal and state checkboxes.noteIf you're creating the FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), clear theFederaland any state checkboxes. Mark theFinCEN Form 114checkbox.
- To create electronic files for multiple clients at the same time, selectClients, then select the specific clients.
- SelectPreviewto review the return on screen, or selectPrint. When you selectPrevieworPrint, UltraTax CS checks for errors in the electronic file.note
- SelectPrintorE-Filein thePrint Returnswindow to create the electronic file. If you selectPrint Previewon the toolbar or selectPreviewin thePrint Returnswindow, UltraTax CS doesn't generate the electronic file.
- When UltraTax CS creates electronic files, it automatically deletes any untransmitted electronic files for a client. UltraTax CS notifies you of the returns it will delete. If you want to stop the creation of the new electronic files and keep the existing files, selectCancel. Otherwise, selectOKto delete the untransmitted electronic files and create new files.
- If you use a 3rd-party application vendor to transmit 1041 returns, UltraTax CS places the electronic file in the location you specified in theSetup,User Preferences,File Locationstab.
This article applies to:
- Product: UltraTax CS
- Return type: 1041 Fiduciary