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e-file Help and Support

Filter the ELF status window to view EFW filers

Designate the EFW column as a Primary column

To filter using a specific column, that column must be designated as a
Primary
 column. If it is not already indicated as a
Primary
 column (which the
EFW
 column is not by default), access the
Column Preferences
 button and change the
EFW
 designation to
Primary
.

Filter to view clients whose e-files have been Created and EFW has been authorized

UltraTax CS logs an event to each client when a client authorizes a taxing agency to withdraw funds directly from a bank account. Within the ELF Status window, an
X
 will appear in the
EFW
 column, accordingly.
  1. Begin by selecting the filter near the
    EFW
     column and selecting
    X
    .
  2. The ELF Status window will now be filtered to show only those clients for whom an Electronic Funds Withdrawal has been authorized and the e-file has been created.

Print a report for all clients who appear using the above filter options

After filtering the clients as desired using one of the two methods, to print a report including all clients who appear under the given filter, view the following steps.
  1. After applying the desired filter above, select the
    Select All
     button which appears within Electronic Filing Status window.
  2. Select the
    Print
     button on the toolbar within the ELF Status window.
  3. Once the
    E-File Status Print
     dialog appears, select the
    Standard efile report
     option (columns displayed on the primary level), and select
    Print
    .
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