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Filing

Prepare 1120 electronic returns

Follow these steps to enter all data specifically needed for electronic returns, and to create the electronic file for 1 client or for multiple clients (batch processing).
  1. Enter the client's tax data.
  2. Select the Electronic Filing folder.
  3. Enter
    X
     in the
    File this return electronically
     field.
  4. Complete the
    Signature date
     field.
  5. If you use the Practitioner PIN option to sign the return electronically, enter the PIN information in the ELF screen. If you use the scanned Form 8453 option, leave this field blank.
  6. Select
    View
    , then
    Diagnostics
     to review the diagnostic messages in the
    Federal Diagnostics
     window. Select any item displayed in the window to open the corresponding screen to address the diagnostic message. Verify that you've cleared all Critical and ELF Critical diagnostic messages and have reviewed the FYI diagnostic messages, then close the
    Federal Diagnostics
     window.
  7. Thomson Reuters can send the client an email notification on your behalf when the federal and state returns are accepted. You need to select this option in the client's return before you create the electronic file.
  8. Select
    File
    , then
    Print Returns
    .
  9. When you create the federal electronic file, UltraTax CS automatically creates the state electronic file. 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.
  10. By default, the government collation includes only the forms needed to be submitted to the taxing authority when you file an electronic return. To change these collations, select
    Setup
    , then
    1120 Corporation
     to open the
    1120 Product information
     window. Select the
    Federal
     or state tab (Federal or state), then
    Tax Return
     to change the print collation for all electronic returns. Thomson Reuters strongly recommends using the default collation. This won't affect which forms are included in the electronic file.
  11. Mark the
    Government copy
     and the
    Create electronic files
     checkboxes.
  12. Select
    Options
    , and mark the
    Federal
     and any state checkboxes.
  13. To create electronic files for multiple clients at the same time, select
    Clients
     and the clients.
  14. Select
    Preview
     to view the return on screen,
    Print
    , or
    E-File
    . When you select
    Preview
     or
    Print
    , UltraTax CS checks for errors in the electronic file.
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