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E-File Error Report dialog

The E-File Error Report dialog provides a comprehensive list of the error conditions that exist within an electronic return. UltraTax CS generates the E-File Error Report during the print process when electronic files are being created. The report lists errors for all federal or state electronic files that contain errors.
The E-File Error Report dialog opens if UltraTax CS encounters errors when an electronic file is being created. You can also open this dialog by selecting the drop-down arrow on the Print Preview button and selecting Check E-File.
  • Summary tab
     - This tab displays a list of clients' returns that passed and failed electronic filing error checking.
  • Detail tab
     - This tab lists electronic filing error conditions.

Fields & buttons

In the Detail tab, select the Error Code Specifics button to view additional information regarding the electronic file and the highlighted error condition. This information is useful to diagnose what you will need to correct in the return or what you will need to provide to our Support representative, if necessary. Select the Error Code List button to return to the complete list of error conditions.
Select these buttons to move forward or backward through the list of error conditions.
This window lists information regarding the erroneous electronic file(s).
Error Code List view
 lists the client's ID, client's name, the entity of the electronic file, the postal code for the state return that contains the error (or US for federal), the error code number, and a description of the error. The error code number and description are taken from the taxing authority's electronic filing publications and represent the same tests that the taxing authorities apply to electronic files they receive.
Error Code Specifics view
 lists the same information you can view in Error Code List view, as well as the data from the return that caused the error condition, the form number, the page, and the location where the error occurred. The text window at the top of the dialog displays the error number and description from the taxing authority. To browse the errors in Detail view, select the Previous and Next buttons in the upper-right corner of the dialog.
This text pane displays the description of the selected error. The text to the right of this pane displays the appropriate client ID, name, and error code number for the selected error. Note that this pane appears only in Detail view.
These text fields display the ID and name of the client whose electronic file contains the errors listed in the Error message list.
This text field displays the error code number for the selected electronic file error.
Select this button to print the error report that opens in the error list window in this dialog. Use this report to correct any existing errors on the return. After you correct all of the errors, generate a new electronic file to ensure all errors have been addressed.
Select this button to delete the electronic file that contains errors and to close the E-File Error Report dialog. After you correct the errors listed in the E-File Error Report, you can repeat the steps to create the electronic file.

This article applies to:

  • Product: UltraTax CS
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