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This article applies to:

  • Product: CoCounsel
  • Audiences: Tax professionals

Clear e-file diagnostics

Understand diagnostic categories

Before you can approve a return for e-filing, you must resolve certain Validation Errors called diagnostics. Ready to Review categorizes diagnostics into different severity levels:
Critical:
  • Must be resolved before e-filing return electronic files. These errors will cause the IRS or state to reject your return.
    • Examples: Missing SSN, invalid filing status, incorrect dependent information
  • E-file XML Validation Errors are technical errors in the e-file structure.
    • Examples: Data format errors, missing required fields for e-filing
Electronic Extension:
  • Must be resolved before e-filing return electronic extension. These errors will cause the IRS or state to reject your extension filing.
    • Examples: Missing SSN
Electronic Filing – Estimates:
  • Must be resolved before e-filing estimate filings. These errors will cause the IRS or state to reject your estimate filing.
Recommended Diagnostics:
  • Recommended diagnostics that may or may not affect filing. These won’t block filing, but may indicate significant calculation errors or missing information.
    • Examples: Large calculation discrepancies, missing forms
Informational Diagnostics:
  • FYI items that provide helpful information or suggestions but don’t require action and don’t prevent filing.

Clear diagnostics

  1. Go to diagnostics:
    1. Go to the
      Prepare
       tab in your tax return project.
    2. Select the
      Diagnostics
       tab.
    3. Review the list of diagnostics organized by category.
  2. Address critical diagnostics first:
    1. Select a diagnostic to view details.
    2. Read the description and recommended resolution steps.
    3. The system will take you to the relevant section of the organizer.
    4. Make the necessary corrections or addition following the guidance provided.
  3. Refresh diagnostics:
    1. After making changes, select
      Refresh Diagnostics
       to update the status.
    2. Verify that the diagnostic has been cleared.
    important
    E-file XML Validation Errors are only checked when you attempt to re-approve the tax return.
  4. Repeat for all critical diagnostics:
    1. Continue resolving diagnostics until all Critical items are cleared.
    2. Review and address Recommended diagnostics as needed.
    3. Review Informational diagnostics for optimization opportunities.
important
You can't successfully approve a return for e-filing until all Critical diagnostics (Electronic Filing - Rejects and e-file XML Validation Errors) are resolved for the jurisdiction you are filing.

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