Open topic with navigation

CCH Axcess Tax

Utah Electronic Filing Information

Utah Corporate income tax returns (hereafter referred to as "UT") may be filed electronically for the current tax year by utilizing the Federal/State Electronic Filing Program. This program allows you to file both the federal and Utah returns in one transmission. The state tax data is subsequently retrieved by the Utah State Tax Commission (hereafter referred to as the "USTC").

Utah Electronic Filing Procedural Steps Return Eligibility

The following UT forms are eligible for electronic filing:

• S Corporation Franchise or Income Tax Return (TC-20S PG1, and 2)
• Schedule A - Computation of Net Taxable Income Tax Return (TC-20S A, E)
• Schedule H - Nonbusiness Income Net of Expenses (TC-20S H)
• Schedule J - Apportionment Schedule (TC-20S J)
• Qualified Subchapter S Subsidiaries Incorporated in Utah (TC-20S N PG1 and 2)
• Schedule N - Nonresident Tax Remittance Information (TC-20S N PG1 and 2)
• Utah Corporation Income Tax Transmittal for Electronic Filing (TC-8453C)

Exclusions to UT business e-file:

• Corporation Extension Tax Payment Coupon (TC-559 EXT )
• Corporation Franchise/Income Tax Payment Coupon (TC-559 EST )
• Shareholder to UT business e-file

General Information Regarding the UT E-file Program

Electronic filing Mandates

The USTC does not mandate electronic filing of Corporation returns.

UT Electronic Filing Election

Steps to create an electronic file for a single entity return

1. Set up the E-file information in the federal interview forms. To set up the UT file to be e-filed: go to the federal interview forms and mark the federal return for e-filing. You can either mark the box to have all states e-filed in this form or you can go to the UT interview forms and check the general information section for UT e-filing.
2. Clear all diagnostics. It is important to clear all diagnostics; this includes both federal and UT diagnostics without using the override code. This is the only way to ensure that the return will be safely transmitted to USTC to be evaluated for acceptance.
3. Export the return - once the return has qualified for E-filing, go to File, Export, Electronic filing, and click return.

Creating, Releasing and Transmitting the UT Electronic File

Single Entity Return

If the UT return qualifies for electronic filing after completing the calculation, create the electronic file and print the Form TC-8453C by selecting File/Export/Electronic Filing from the menu in Tax Preparation. The UT electronic file is created, released and transmitted simultaneously with the federal electronic file. A USTC-formatted file is created and Form TC-8453C prints. The Form TC-8453C must be signed by the business taxpayer, ERO, and paid preparer prior to the transmission of the e-file return. This form may be retained by the preparer and business taxpayer or scanned and included as a PDF attachment to the e-file return. After exporting, the Upload Returns dialog displays. You will then have the option to Upload and hold the return or Upload and release to taxing authority. The UT file will be transmitted to the USTC. Therefore, no additional steps are required during this stage of processing.

Authorizing (Release) Returns to Transmit

Once you determine the return is ready to send to the IRS, you can release the return(s) through Tax Preparation using the Upload and release to tax authority feature or release the return(s) through the Electronic filing Status system. You must log in to the Electronic Filing Status system. You can then select the return(s) you want to release, and they will automatically be transmitted to CCH to be released to the USTC.

UT Acknowledgment

The presence of an electronically filed state return will be indicated by the code "UT" in the state (ST) column of the Electronic Filing Status system. The Electronic Filing Status system can be accessed in tax prep by clicking on manage on the toolbar and selecting Electronic Filing Status. Once USTC has retrieved the state tax data, an acknowledgment will be issued indicating an acceptance or rejection. The UT acknowledgment will most likely be processed in less than 2 business days.

Refund Returns

Taxpayers may choose to have all or part of their refund applied to their estimated tax account for the next year. Taxpayers may elect to have their overpaid taxes issued in the form of a refund check.

Balance Due Returns

For Tax year 2010 UT returns requiring payment will be eligible for e-file. The payment option:

Paper Payment Voucher. The Payment Voucher is Form TC-559 and will produce automatically on a balance due return.

Mail the Payment Voucher to:

Utah State Tax Commission

210 North 1950 West

Salt Lake City, UT 84134-0180

Important Information - Contact Information

Electronic Filing Phone Support

Phone: 1-800-739-9998, option #5, option #4

Fax: 1-316-612-3405

Utah State Tax Commission

E-Programs Customer Service Unit:

Available Monday through Thursday, between 7 a.m. and 6 p.m.

Phone: (801) 297-7618

Fax: (801) 297-7698

Email: taxmaster@utah.gov

Website: www.tax.utah.gov