ExacTax News

2018 Processing Cut-Off Dates

2018 cut-off dates and processing schedule

To ensure that your returns are delivered to your office or are available for pick-up at the Anaheim center by Tuesday, April 17, 2018 returns must be in the Anaheim office on or before the dates and times listed below based on your location.


RDE Users - Make Backups!

Make Backups!

We can’t emphasize the importance of this enough!

All RDE users should be making regular backups of all data files.

Making a backup in UltraTax is very easy once you have it set up:


ELF Authorization Process

ELF Authorization Process

Our technical staff has implemented an improved system to process your faxed ELF authorizations. You may have noticed the new bar codes that are now printing in the upper margin of the authorization form.


Electronic Filing Perfection Periods

efile perfection periods

Per Publication 4163, Modernized E-file (MeF) business returns have a "perfection period" of 10 days from the date of rejection which is not an extension of time to file; this is the period to correct errors in the e-file.


News, Forms & Procedures - March 2, 2016

1040 program changes

IP PIN: New UltraTax CS Critical diagnostics have been added for Identity Protection Personal Identification Number (IP PIN) input on Form IDAuth {2B} in the Electronic Filing folder when the prior year and current year IP PINs are the same (IP PINs are unique to each year) and for when an IP PIN was present in the prior year but not entered in the current year.


News, Forms & Procedures - February 2, 2015

Input and Procedures

Deleting Line Items: When deleting a line item use a red pencil to cross it out completely and clearly. Otherwise, do not use a red pencil/pen to make entries or make audit marks.

Deleting Proforma Pages: Never remove an input form with proforma data on it.

Pre-printed data is in the input file and to remove it the item must be