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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
- Go to diagnostics:
- Go to thePreparetab in your tax return project.
- Select theDiagnosticstab.
- Review the list of diagnostics organized by category.
- Address critical diagnostics first:
- Select a diagnostic to view details.
- Read the description and recommended resolution steps.
- The system will take you to the relevant section of the organizer.
- Make the necessary corrections or addition following the guidance provided.
- Refresh diagnostics:
- After making changes, selectRefresh Diagnosticsto update the status.
- Verify that the diagnostic has been cleared.
importantE-file XML Validation Errors are only checked when you attempt to re-approve the tax return. - Repeat for all critical diagnostics:
- Continue resolving diagnostics until all Critical items are cleared.
- Review and address Recommended diagnostics as needed.
- 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.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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E-filing in Ready to Review
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