1065 e-file name control

UltraTax CS automatically generates the name control for the electronic file based on the information you enter in the
Name
field in the 1065 screen using the guidelines in Publication 4163. The IRS determines the name control differently depending on how the Employer Identification Number (EIN) of the partnership was obtained. Review the name control text for correctness with the IRS before you submit the electronic file. Use the
Force
field on the ELF screen to override the calculated value.
note
The name control that the IRS determines is based on any of the following: the 1st partner's last name in a list of partners at the time the Form SS-4 was completed, a name change from a previous year, or the doing business as name.

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