Check the e-file status of electronic forms
Go to
Manage Electronic Forms
to filter, review, and check the status of submitted e-files. There, you can resubmit or reprocess forms as needed.After you've processed electronic forms, you can verify if your files have been accepted or rejected by the tax agency.
- SelectActions, thenProcess Electronic Forms.
- SelectManage Electronic Forms.
- Use the filters to show only the forms that you want in the Electronic Forms grid.note
- The grid lists the forms that have been sent to our secure data centers. The information is sorted by client ID and name, period end date, jurisdiction, and then the form. The current status is listed in the Status column.
- TheFile #column shows the file number associated with each 1099-MISC and 1099-NEC electronic file (blank for all others). After an electronic file has anAcceptedstatus, the application will automatically create a new file and increment theFile #column by 1 for subsequent 1099-MISC and 1099-NEC forms that are processed for the same client for the same jurisdiction and period end date.
- Select the ellipsis next to a form'sStatusto show any detail and history regarding the status.note
- For rejected forms, you can view the complete rejection code and description, which lists the problems with the file so that you can fix the form and then resubmit it.
- For accepted forms, you can view the complete acknowledgment, which lists additional details of the acceptance and the postmarked date.
Internal use onlynote- If an e-file return status isSent to data center, refer to E-filed return status stuck at Sent to data center.
- If CS Connect shows the return asAccepted, but the customer's application showsSent to data center, have the customer refresh the return status:
- Go to .
- Select the ellipsis next to the return, then refresh.
- Electronic form statuses can't be updated for returns that are more than 1 year past the return's return date. The 1-year timeframe is based on the return date, not the transmission date.
- If the return exceeds this timeframe, enter anADOso that a script can be run to update the status. Consult with a consultant before proceeding.
- To view the information that was contained in a file or files, mark the checkbox next to the forms then selectPreview Selected.
- Select the file format you want to use:
- Detail: The application shows the data that was contained in the file for the selected forms. This is the default option.
- Condensed: The application will create a printable report listing the following for all selected electronic forms:
- Client ID
- Client name
- Form
- Jurisdiction
- Period end date
- Payment effective date
- Status
- Status detail
- Forms count
- Mark theSeparate report per clientcheckbox to create separate reports for each client when they are previewed or printed, so that they can be sent to client-specific FileCabinet CS drawers.noteThis option is available only whenDetailis selected as the file format.
- If you need to reprocess a form that's already been transmitted to our secure data centers, selectRemove Selectedto remove that form from the Electronic Forms grid and make it available for reprocessing.noteThis option is only available when the status of the form isSent to data center.
