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Prepare 1065 partnership amended returns for electronic filing

Follow these steps to prepare a 1065 partnership amended return for electronic filing.
  1. Amend the client's tax data as necessary. Make sure to follow the guidelines for entering data.
  2. Open the 1065 screen in the General folder.
  3. Select the statement window for the
    Amended return
     field. Enter the reason for the amended return in the statement window.
  4. Select the
    Electronic Filing
     folder and open the ELF or ELFFP screen.
  5. Mark the
    File this return electronically
    checkbox.
  6. Enter a new
    Signature date of partner signing return
    .
  7. If you use the Practitioner PIN option to sign the return electronically, enter the Personal Identification Number (PIN) information in the ELF screen. If you use the scanned Form 8453 option, leave these fields blank.
  8. If you're not preparing an electronic amended return for a state return, enter
    X
     in the
    Suppress the creation of: State electronic files when only filing the FinCEN 114 or federal partnership return or extension electronically
     field.
  9. Select
    View
    , then
    Diagnostics
     to review the diagnostic messages in the
    Federal Diagnostics
     window.
  10. By default, the forms that print in the government collation include only the forms required to submit to the taxing authority when you file an electronic return. To change this collation, select
    Setup
    , then
    1065 Partnership
    . Select the tab (federal or state), then
    Tax Return
     to modify the print collation for all electronic returns. We strongly recommend using the default collation. This won't affect which forms are included in the electronic file.
  11. Thomson Reuters can send the client an email notification on your behalf when the federal and state returns and extensions are accepted. Select this option in the client's return before you create the electronic file.
  12. When you create the federal electronic file, UltraTax CS automatically creates the state electronic file. You can suppress the creation of the state electronic file and file a paper return for the state.
  13. Select
    File
    , then
    Print Returns
    , or select Print
  14. Mark the
    Government copy
     and the
    Create electronic file
     checkboxes.
  15. Select
    Options
    , and make sure the appropriate federal and state checkboxes are marked.
  16. To create electronic files for multiple clients at the same time, select
    Clients
    , then select the clients.
  17. Select
    Preview
     to view the return on screen, or
    Print
     or
    E-File
    . When you select
    Preview
     or
    Print
    , UltraTax CS checks for errors in the electronic file.
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