Create a copy of the return before you enter the amended information so that you have the original return available as well. To create a copy of the return, open the client’s return, select
, enter a new client ID, then selectForm 9325, Acknowledgement and General Information for Taxpayers Who File Returns Electronically, is based on the status of the client's return at the time Form 9325 is printed, not the status of the electronic file that was last accepted. We recommend creating a copy of the return before you enter amended information, and saving the original client return.
Form 1065X isn't included in the electronic file and shouldn't be attached as a PDF. Instead, enter the reasons for amending the return in the 1065 screen and complete the data for Form 8082 as required in the Non Calculating folder. UltraTax CS marks Form 1065, Page 1, item G(5), and includes the reason for amending the return in the electronic file. See IRS Publication 4163, Part III for more information about filing an amended partnership return.
When UltraTax CS creates electronic files, the application automatically deletes any previously created, untransmitted electronic files for a client.
If you use a 3rd-party application vendor to transmit 1065 returns, UltraTax CS places the electronic file in the location you specified in the
User Preferences , then the File LocationsIf you use a 3rd-party application vendor as your transmitter, UltraTax CS creates the electronic file without checking for errors when you print the return. The 3rd-party application vendor checks for errors in these returns.