Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Client Documents

Configure email notifications when returns are accepted

You can configure email notifications for an individual client or for multiple clients so they receive a notification when their federal and state electronically filed returns and extensions are accepted.

Configure email notifications for an individual client

Do the following to configure an email notification for an individual client:
  1. Complete the
    Taxpayer email address
     and/or the
    Spouse email address
     field in the
    Contact
     screen in the
    General
     folder. UltraTax CS will send the acceptance notification to the email address you enter in this field.
  2. Go to the
    ELF
     screen in the
    Electronic Filing
     folder, then the
    Email notification when electronic file is accepted by taxing agency
     field. Select either
    1 (Return)
     or
    2 (Return/Extension)
    .

Configure email notifications for multiple clients

Do the following to configure an email notification for multiple clients at the same time:
  1. Select
    Setup
    , then
    Client Communications
    .
  2. Enter each client's email address in their
    Email Address
     field. The information you enter in this field transfers to the
    Email address
     field on the client's
    Contact
     screen.
  3. For each client you want UltraTax CS to notify, select
    Return
     or
    Return/Ext
     in the
    Email ELF Ack
     column. When you're done, go to step 9.
  4. Select
    ELF/eSign Options
     to open the
    ELF/eSign Options
     window.
  5. Go to the
    When
     dropdown in the
    Automatically assign Email ELF Ack
     section. Select either
    Never
    ,
    When Email address entered
    , or
    Always
     to choose when clients get the email notifications.
  6. In the
    Type
     field, select
    Return
     or
    Return/Ext
     from the dropdown.
  7. In the
    Email settings
     section, select 1 of the following options from the
    Address email from
     dropdown:
    • Firm
      : if you select this option, you'll need to enter a valid email address in the
      Firm email address
       field under
      Setup
      , then the
      Client Communications
       window.
    • Preparer
      : if you select this option, you'll need to enter a valid email address in the
      Email address
       field under
      Setup
      ,
      Office Configuration
      , then the
      Preparers
       tab.
    • Reviewer
      : if you select this option, you'll need to enter a valid email address in the
      Email
       field under
      Setup
      ,
      Office Configuration
      , then the
      Reviewers
       tab.
    • Staff
      : if you select this option, you'll need to enter a valid email address in the
      Email
       field under
      Setup
      ,
      Office Configuration
      , then the
      Staff
       tab.
  8. Select
    OK
     to close the
    ELF/eSign Options
     window and return to the
    Client Communications
     window. When you select
    OK
    , UltraTax CS reviews all clients in the
    Client Communications
     window and updates the
    Email ELF Ack
     column.
  9. Select
    OK
     to close the
    Client Communications
     window.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close