Tax & Accounting Blog

Get Live E-File Details on the UltraTax CS Home Page

CS Tax & Asset Management Solutions February 27, 2014

The UltraTax CS Home Page provides the live status of e-filing transmissions. To access the Home Page, click the Home Page button in the upper-right corner of the UltraTax CS window. 

From the Home Page, click the Electronic Filing Live link in the left pane. The Electronic filing transmission status – Live! section displays the status of the e-files your firm has transmitted via CS Connect for which acknowledgments are pending. This section reports the following for e-filed returns.

  • Received by data center: Indicates that the return is waiting to be transmitted to the taxing agency.
  • Transmitted to agency:Indicates that the return has been sent from our data center to the taxing agency.
  • Accepted (Awaiting user retrieval): Indicates that the return has been accepted, and the acknowledgment is at our data center awaiting user retrieval through CS Connect.
  • Rejected (Awaiting user retrieval): Indicates that the return has been rejected, and the acknowledgment is at our data center awaiting user retrieval through CS Connect. 

More Info?
For more info on monitoring your clients’ e-file status, see this related article: Automatically Retrieve E-File Acknowledgments in UltraTax CS.

You can also refer to our E-File Help Center, click Transmitting & Tracking E-Files, and click the Acknowledgments

Note: To access the E-File Help Center from within UltraTax CS, choose Help > E-File Help Center.