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Filing

File and attach Form 8865 to electronic files

You'll need a separate UltraTax CS 1065 client with
Foreign Ptnrshp (8865)
 selected in the
Client Properties
. You can check this from the
File
 menu.
important
You can only file Form 8865 electronically if it's attached to the filer's electronic file. You can't file it separately.
  1. Within the 1065 client, create the electronic file as you would for any other electronic return.
  2. With the 1040 client's return open, select
    Edit
    , then
    Electronic Filing Attachments
    .
  3. Select
    Add
    .
  4. Select
    Federal
     from the
    Product
     dropdown list.
  5. Select
    Tax Return
     from the
    Return
     dropdown list.
  6. Enter
    8865 E-file
     in
    Attachment title
    .
  7. In the Attachment file source group box:
    1. Select
      8865
      .
    2. Select
      Browse
       and choose the Form 8865 electronic file.
    note
    • The electronic file will have an XEF extension.
    • The 8865 electronic file is at
      X:\Wincsi\UT[[ut_cy_yy]]Data\$SYSDATA\attachments
      .
    • if you're running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), go to
      Y:\UT[[ut_cy_yy]]Data\$SYSDATA\attachments
      .
    • If you want to proforma this attachment next year, mark the
      Proforma information to next year
       checkbox
  8. Select
    OK
     to return to the
    Electronic Filing Attachments
     window.
  9. Repeat steps 2 to 8 to attach more Forms 8865.
  10. When you've finished attaching Forms 8865, select
    OK
    .
  11. Create the electronic file for the filer's return as you would for any other electronic return.
    note
    • UltraTax CS will include Form 8865 in the filer's electronic file.
    • You can only file Form 8865 returns electronically if filing Form 990, 1040, 1041, 1120, 1120S, or 1065.
    • You can attach multiple Form 8865 electronic files to the filer's return.
    • Before you attach Form 8865 files, make sure they pass all electronic filing error checking.

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