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E-Filing tab
Use this tab to enter your IRS-assigned Electronic Filing Identification Number (EFIN). For more information, see Configuring UltraTax CS for electronic returns overview.
To open this tab, choose Setup, Office& Configuration, and select the E-filing tab.
Fields & buttons
EFIN (Electronic Filing Identification Number) group box
All returns will file using EFIN
Select this option if your firm will use the same Electronic Filing Identification Number (EFIN) for all electronically filed returns. Enter your six-digit, IRS-assigned EFIN in the text field next to this option.
note
Because two offices or branches cannot share the same EFIN, this option is disabled if you are using an office share or branch license installation of UltraTax CS.
Several EFINs are being used
Select this option if your firm's preparers will use unique Electronic Filing Identification Numbers (EFINs) for electronically filed returns. To assign an EFIN to a preparer, select this option, open the Setup, Office Configuration, Preparers tab, Preparer Information dialog, and enter the EFIN in the
Preparer EFIN
field.note
If you are using an office share or branch license installation of UltraTax CS, you need to use this option and assign an EFIN to each preparer in the Setup, Office Configuration, Preparers tab, then Preparer Information dialog.
States button
Select this button to open the States dialog, which you can use to edit the list of states returns for which UltraTax CS may create an electronic file.
If you are not authorized to electronically file state returns or if you want to suppress the creation of the electronic file for some or all state returns, clear appropriate state checkboxes in the States dialog.
note
The States dialog is applicable only for electronically filed state returns.
ERO button
Select this button to open the Electronic Return Originator (ERO) dialog, which you can use to specify alternate ERO information if you do not want to use the licensed firm information. Also, if you are using the Practitioner PIN option to electronically sign 1040 electronic returns (rather than the Self-Select PIN), mark the
Practitioner PIN Program filer
checkbox in the ERO dialog.Electronic filing mandate group box
Mark this option to suppress Form 8948 for the 1040 and 1041 returns filed on paper. ...
Mark this checkbox if the number of 1040 and 1041 returns filed by the firm (total for all preparers) is less than 11. Preparers in that firm are not covered by the electronic filing mandate starting with tax year 2011, and Form 8948 is not a required attachment for paper returns.
This article applies to:
- Product: UltraTax CS