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Filing Dashboard
Overview
The
Filing Dashboard
is your central hub for managing all approved returns. It provides visibility into filing status, transmission history, and acknowledgment tracking.To access the
Filing Dashboard
:- Go toReady to Review, thenFiling Dashboardin the navigation panel.
Dashboard Features
The
Filing Dashboard
displays:- Return Information:
- Client and Project name
- Return type (Return, Extension, Estimate)
- Status Information:
- Current filing status (for example, Ready to Transmit, Transmitted, Accepted, Rejected)
- Dates (approval date, transmission date, acknowledgment date)
- Available Actions:
- View e-file
- Transmit e-file
- Print Tax Return
- Mark as Paper Filed
Filing status definitions
- E-File Ready to TransmitThe return has been approved and an electronic file has been created. It is ready for transmission to the tax authority.
- E-File TransmittedThe return has been sent to the tax authority and is awaiting acknowledgment.
- E-File AcceptedThe tax authority has accepted the return. Filing is complete.
- E-File RejectedThe tax authority has rejected the return. Review the rejection reason and make corrections.
- Diagnostics ExistThe return has pending diagnostics that need to be cleared before transmission is available.
- Re-Approval NeededThis status indicates you must re-approve the return for electronic filing.
Transmit e-files
Once a return is approved and shows
Ready to Transmit
status:- Locate the return:
- Find the return on the Filing Dashboard
- Initiate transmission:
- SelectActions, thenTransmit E-file.
- Confirm you want to transmit the return.
- Monitor status:
- The status will update toE-File transmitted.
- Refresh the dashboard to see updated status and retrieve acknowledgments from the tax authority.
- View acknowledgment:
- Once acknowledged, the status will update toAcceptedorRejectedon dashboard refresh.
- You can review acknowledgment details by selecting theView filing detailsicon next in the filing status column. Here you can review the rejection reason and error codes if applicable.
View e-files
Before or after transmission, you can view the electronic file:
- SelectActions, thenView E-filefor the return.
- The system will display the e-file XML.
- Verify the contents, including:
- Taxpayer information
- Income and deduction amounts
- Attached PDF documents (search for PDF references in the XML)
Handle rejections
If a return is rejected by the tax authority:
- Review rejection details:
- The Filing Dashboard will display the rejection status.
- Select theView filing detailsicon next to the rejection filing status to view specific rejection reasons and error codes for your return.
- Correct the issues:
- Go back to the tax return project.
- Go to thePreparetab.
- Make necessary corrections based on the rejection reason.
- Address any new diagnostics that appear.
- Re-approve and retransmit:
- Once corrections are made, re-approve the return.
- The return will reappear on the Filing Dashboard asReady to Transmit.
- Transmit the corrected return.
Mark returns as paper filed
If you filed a return by mail instead of electronically:
- Locate the return on the Filing Dashboard.
- SelectActions, thenMark as Paper Filed.
- The return status will update toPaper Filed.
This helps you track which returns have been filed and maintain accurate records.
This article applies to:
- Product: CoCounsel
- Audiences: Tax professionals
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Format:
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