How to Stay On Top of Your E-Files

With the filing deadline fast approaching, now is the time to make sure you stay on top of the returns you file.  These few reports will allow you to see returns that have been transmitted to both the IRS and the State, as well as returns that have been rejected by the IRS, the State, or the filing center.  With these, you will have the information you need to confidently help your clients.
Returns Submitted and Awaiting IRS Acknowledgment - Make sure you transmit to the filing center to pick up the latest acknowledgement files and that you process the acknowledgement file(s).

• From the Main Page, click on Reports > Reports List
• Choose Awaiting IRS Acks Summary and Click OK 
• Do not change the search criteria and Click OK
• Report will display all returns waiting for an IRS Acknowledgement

IMPORTANT - After getting and processing all your acknowledgements, if you see a return in this report that has a "Date Sent" more than 2 days ago, please contact customer service and we will assist you in re-transmitting the return. 
Returns Submitted and Awaiting State Acknowledgment - Again, make sure you transmit and process your acknowledgements. 

• From the Main Page, click on Reports > Reports List
• Choose Awaiting State Acks Summary and Click OK 
• Do not change the search criteria and Click OK
• Report will display and show all returns waiting for a State Acknowledgement

IMPORTANT - State returns are NOT being transmitted until the Federal return is accepted. You will see a small 'lock" next to these returns. Once the Federal return is accepted, this 'lock" will disappear and the return will be queued for transmission. All States with the exception of CA and MA allow the ERO to "unlink" the Federal from the State return and submit separately.
Returns Rejected by the IRS or the Filing Center - Again, make sure you transmit and process your acknowledgements. 

• From the Main Page, click on Reports > Reports List
• Choose Outstanding Rejected Returns and Click OK
• Do not change the search criteria and Click OK
• Report will show all rejected returns from both the IRS and the filing center.

Any reject code will be displayed in the last column.  Detailed information on the specific reject, either IRS, State, or Filing Center, can be found in the acknowledgment reports printed for that day or by pressing CTRL-Q, searching for the SSN, and clicking on the Reject tab. 
E-File Status and Federal E-File Summary - Again, make sure you transmit and process your acknowledgements.

• From the Main Page, click on Reports > Reports List
• Choose IRS Electronic Filing Summary and Click OK
• Do not change the search criteria and Click OK
• Report will show the current E-File status of all returns in your system.
• As this may be a large report, you may want to export to Excel for sort functionality.

Use this report to review any return that you expect to have "IRS Accepted" under the E-File Status, but currently shows a different status.  The final page of the report will provide you with a summary of all e-files created, accepted, and rejected.
State E-File Status - Again, make sure you transmit and process your acknowledgements.

• From the Main Page, click on Reports > Reports List
• Choose State E-File Status and Click OK
• Do not change the search criteria and Click OK
• Report will show the current E-File status of State returns in your system.
• As this may be a large report, you may want to export to Excel for sort functionality.

Use this report to review any return that you expect to have "State Accepted" under the E-File Status, but currently shows a different status.  The final page of the report will provide you with a summary of all State e-files created, accepted, and rejected.


Refunds Today Customer Support