Submit e-filed returns

After reviewing the return in the E-file Viewer and Info, you're ready to e-file the return.

Select returns

  1. Select
    Returns Processing
    ,
    E-file
    , then
    E-file Submission
    .
  2. Select your
    Account
    ,
    Year
    ,
    Tax Type
    ,
    E-file Type
    and
    State Selection
    . The State Selection list includes federal, state and city returns.
  3. You can filter by
    Name
    ,
    Client Code
    and
    Locator
    .
  4. Display the full list of returns available for e-file by selecting
    All E-File Types
    (not limited to any particular Form) or
    All E-File Extensions
    (no particular Extension Form).
  5. Select
    Advance Filter
    to filter by the preparer, manager, reviewer, partner, or group assigned to the return and/or filter by location or login ID/group name.
  6. Select the checkboxes next to the returns you want to transmit, then select
    Submit for e-file
    in the top corner of the grid.
  7. Select the
    Batch Status
    tab to see the status.

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