Create a federal e-file

Create a federal e-file XML file in the Organizer and review the file status and formatting requirements.
Follow these steps to create a federal e-file:
  1. In
    Organizer
    , select
    Federal E-file
    .
  2. Select
    Create E-file
    .
    The system creates an XML file that includes a date and time stamp, along with the e-file status.
  • You'll need to clear any XML file errors before submitting the e-file.
  • You can only create 1 XML file at a time in the Organizer.
  • The system presents consolidated returns only in stacked format.
  • The IRS requires that cross-tie print options don't apply to electronic filing.
  • Supporting statements might not appear in the same order as they would print for a return.
  • Non-numerical information may appear at the entity level where you entered it.
  • The system doesn't include the PDF attachment in the PDF reader, but the return displays the attachment information in the
    Binary Attachment
    section.

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