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Filter the ELF status window based on acceptance and Form 9325 print status

You can filter Form 9325 in the Electronic Filing Status dialog.

Designating the 9325 column as a Primary column

To filter using a specific column, that column must be designated as a Primary column. If the column is not already indicated as a Primary column (the
9325
 column is not by default), select the
Column Preferences
 button and change the 9325 designation to
Primary
.

Filter to view clients whose e-files have been Accepted but whose Form 9325 hasn’t yet been printed or an email confirmation sent

UltraTax CS logs an event to each client when Form 9325 is printed or when an acceptance confirmation email message is sent to the client. In the dialog, either "Print only," "Email only," or "Print & Email" will appear in the 9325 column based on the event.
  1. Select the filter icon near Status column, and select
    Return accepted
    .
  2. Select the filter icon near the 9325 column and select
    Blanks
    .
The Electronic Filing Status dialog will now be filtered to show only those clients a) for whom Form 9325 hasn’t yet been printed and b) to whom the automatic acceptance email message has not been sent.

Filtering to view clients whose e-files have been Accepted but whose Form 9325 hasn’t yet been printed (regardless of email option)

When filtering the 9325 column to
Blanks
 as described in the previous example, the application hides any clients to whom an automatic acceptance email message has been sent, regardless of whether Form 9325 has been printed. If you would like to filter the list to only those clients who have not yet printed Form 9325 and include those clients to whom an email message has been sent but whose Form 9325 has not yet been printed, complete the following steps.
  1. Select the filter icon near the
    Status
     column and select
    Return accepted
    .
  2. Select the filter icon near the 9325 column and select
    Custom
    .
  3. In the
    Enter filter criteria for 9325
     dialog that opens, select an Operator of
    Does not contain
    .
  4. Specify an Operand of print by selecting the field and entering
    Print
    , rather than selecting the operand from the dropdown list.
  5. Select
    OK
    .
The filter settings will exclude all clients with a 9325 status of
Print only
 and
Print & Email
, but will display any clients for whom the 9325 status is blank or for whom the status is
Email only
.

Print Form 9325 for all clients who appear to use the previous filter options

After filtering the clients as desired using one of the two methods above, to print Form 9325 for all clients who appear under the given filter, complete the following steps.
  1. Select the Select All button that appears at the bottom-right of the dialog.
  2. Select the
    Print
     button on the toolbar.
  3. In the
    E-File Status Print
     dialog, select the 9325 button, select the returns you want to pint, and select
    Print
    .
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