Check the e-file status of electronic forms
After you've processed electronic forms, you can check to see 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 displays 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 button next to a form'sStatusto show any detail and history regarding the status.noteFor 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 acknowledgement, which lists additional details of the acceptance and the postmarked date.
- To view the information that was contained in a file or files, mark the checkbox next to the forms then selectPreview Selected.
- Choose the format with which to view the files for the selected forms.
- Detail: If you selectPreview Selectedwith theDetailoption selected, the application displays the data that was contained in the file for the selected forms. This is the default option.
- Condensed: If you selectPreview Selectedwith theCondensedoption selected, the application will create a printable report listing the client ID, the client name, the form, jurisdiction, period end date, payment effective date, status, status detail, and a forms count for all selected electronic forms.
- 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 has already been transmitted to our secure data centers, selectRemove Selectedto remove that form from the Electronic Forms grid and make it available for reprocessing. The button will be available only when the selected form has a status ofSent to data center.
Internal use only
Example of the Electronic File Status report: 
Example of a rejected e-file:
Example 
of the Manage Electronic
Forms dialog:
