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1040 E-file errors

Multi-office setup with multiple EFINs

If you have a multi-office setup with multiple EFINs, there are a few things you need to consider when configuring so you don't have issues transmitting returns.
When you transmit returns in UltraTax CS, CS Connect checks the EFIN and Firm ID as a security precaution. If your firm uses a multi-office configuration, it's possible that your Firm ID and the EFIN in the return can conflict.

Confirm what EFIN is on the return

To check what EFIN UltraTax CS is using on the return:
  1. Go to
    Setup
     and select
    User Preferences
    .
  2. On the
    My Settings
     tab, note what
    Office
     you have selected.
  3. Close that window and go to
    Setup
    , then
    Office Configuration
    .
  4. Make sure you have the correct office selected in the
    The UltraTax CS Office currently being configured is
     field.
  5. Go to the
    E-Filing
     tab and verify what option is marked.
  6. If
    All returns in this office will file using
     is marked, the EFIN being used on the return is what is entered in the given field.
  7. If
    Several EFINs are being used. Assign an EFIN to each preparer on the Preparers tab
     is marked, go the
    Preparers
     tab.
  8. Select
    Edit
     for the preparer that is assigned to the client's return.
  9. The
    Preparer EFIN
     is what UltraTax CS is using for the return.

Confirm what Firm ID is on the return

To check what Firm ID UltraTax CS is using on the return:
  1. With the client open, go to
    File
     and select
    Client Properties
    .
  2. Note what preparer is assigned to the client.
  3. Go to
    Setup
    , then
    Office Configuration
    .
  4. On the
    Preparers
     tab, select the preparer that is assigned to the return and select
    Edit
     to open.
  5. Verify the office in
    Associate of firm
    . The Firm ID for that office is what is on the return.
  6. If a preparer wasn't selected, UltraTax CS uses the Firm ID associated with the Default Preparer selected in
    Setup
    ,
    User Preferences
    ,
    My Settings
     tab.
  7. If a preparer isn't selected in either locations, UltraTax CS uses the Firm ID from the 1st office listed under
    Setup
    ,
    System Configuration
    ,
    Firm
    .

Recommended setup

To avoid EFIN and Firm ID issues when transmitting returns, we recommend you use the following setup for each office location. Go to
Setup
,
Office Configuration
, then do the following:
  • On the E-filing tab, mark the Several EFINs are being used. Assign an EFIN to each preparer on the Preparers tab checkbox. This will make sure UltraTax CS uses the correct EFIN assigned to the preparer instead of the firm. noteIf every return in this office branch will use the same EFIN, you can keep that option selected. The EFIN associated with returns won't change when you select a preparer. It will only change when you select an office in Setup, User Preferences, My Settings, Office.
  • For each preparer, go to the Preparers tab. Enter the correct Preparer EFIN and select the correct office in Associate of firm.
  • On the Default User Preferences tab, apply the default office and preparer to each staff member. This will make sure each staff member is associated with the correct office and Firm ID.
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