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Transmit e-files and retrieve acknowledgments with CS Connect

You can use CS Connect to transmit electronic files for returns and extensions, as well as to retrieve e-file acknowledgments.
Every return transmitted is acknowledged by the receiving agency (such as the IRS) via the return of an acknowledgment (ACK) file to the transmitter. The acknowledgment file is a record of whether the transmitted returns have been accepted or rejected, along with any errors found by the receiving agency. The ACK includes a postmark date and an acknowledgment issued by agency date. The transmitter generally gets this file from the agency within 2 days of transmitting the returns.
When Thomson Reuters is the transmitter, these acknowledgments are made available through CS Connect 15 minutes after they are received from the agency.
If your firm uses multiple installations of UltraTax CS or multiple file locations, issues can occur with these configurations.

Transmitting electronic returns

To transmit electronic returns (and 1040, 1120, 1065, 990, or 1041 electronic extensions), follow these steps.
  1. Select the
    CS Connect button
     on the UltraTax CS toolbar.
  2. In the Options tab, select the
    Electronic Filing: ($) Transmit returns
     switch to set it to
    Yes
    .
  3. Select the
    Electronic Filing
     tab to view a list of electronic returns ready for transmission.
  4. Select the clients whose returns you want to transmit during the next CS Connect session, and select the
    Select
     button. The selected clients move to Clients queued to transmit.
  5. After all returns you want to transmit are listed under Clients queued to transmit, select the
    Options
     tab. The selected returns are now queued and ready to submit.
  6. Select
    Connect
    .

Retrieving acknowledgments via CS Connect

UltraTax CS will automatically re-send e-file acknowledgements when there's no activity for over 24 hours. To manually retrieve acknowledgments, follow these steps.
  1. Select the CS Connect button on the UltraTax CS toolbar.
  2. In the Option tab, select the
    Electronic filing:
    Retrieve acknowledgements
     switch to set it to Yes.
  3. Select the Connect button.
After you retrieve acknowledgments, you can view the updated status of the electronic file in the
Electronic Filing Status
 window.

Retrieving acknowledgments via CS Connect background services

To automatically download acknowledgments via CS Connect background services, follow these steps.
  1. Select
    Setup
    , then
    System Configuration
    .
  2. Select the
    CS Connect
     tab.
  3. If needed, set the
    Enable CS Connect Background Services
     switch to Yes if not already marked.
  4. Set the
    Download electronic filing acknowledgments
     switch to Yes.
  5. Select
    OK
    .

Retrieving watermarked Schedules 1 for 2290 via CS Connect

To retrieve the watermarked Form 2290 Schedule 1 from Thomson Reuters using CS Connect, follow these steps.
  1. Select the
    CS Connect button
     on the UltraTax CS toolbar.
  2. In the Option tab, select the
    Electronic filing: Retrieve acknowledgements
     switch to set it to
    Yes
    .
  3. Select
    Connect
    .
After you retrieve acknowledgments, you can view the updated status of the electronic file in the
Electronic Filing Status
 window.

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