Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

e-file Help and Support

Re-create e-files (including accidental transmissions)

If you need to correct errors in a return for which you've already created an electronic file, you'll need to correct the errors and re-create the electronic file, replacing the existing file. Follow these steps to re-create an electronic file.
  1. Review and correct any data issues indicated in the UltraTax CS diagnostic messages.
  2. Select
    File
    , then
    Print Returns
    .
  3. Mark the
    Create electronic file
     checkbox.
  4. Select
    Print
     or
    E-file
    .
  5. Select
    Recreate the e-file and print to any other selected destinations
     in the
    E-File Exists
     window.
  6. Select
    OK
     to replace the existing electronic file.
  7. Correct all electronic filing errors. The following 3 types of errors appear in the
    E-File Error Report
     window.
    • CS errors
      : Errors that begin with
      CS
       report incomplete data entry, usually a result of ELF Critical diagnostics, such as incomplete PIN screen diagnostics. For example,
      1040 error CSUSL, Return doesn't qualify for PIN for the following reasons: ERO PIN is required on Screen PIN.
      .
    • Agency Errors
      : IRS agency errors, such as
      1040 error FW2-499, Form W-2, Line B 'Employer EIN' is invalid for processing an Individual e-filed return
      .
    • Schema Failure
      : The IRS requires the electronic file to meet the rules defined by the IRS in a schema. Errors are usually missing data or contain incorrectly entered data, such as entering 4 digits (instead of 5 or 9 digits) for a ZIP Code (for example,
      1040 error "Schema Failure Data is formatted improperly IRS W2 > EmployerUSAddress > ZIPCode"
      ).
  8. If the return has more errors, correct the errors and repeat steps 1 - 7.
  9. Transmit the electronic return.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: e-file
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close