Review the e-file status report

Use the jurisdiction hyperlink on the e-file Batch Status list to view the Cumulative History report, which details current and past e-file histories.
The
E-file Status Report
shows the status on a return-by-return basis of the various stages of e-filed returns and returns that aren't yet ready to be e-filed.
Follow these steps to search for returns and jurisdictions on the
E-file Status Report
.
  1. Select
    Reports
    , then
    E-file Status Report
    to enter and select your search criteria and options.
  2. Make choices for either or both federal and states jurisdictions. Choices include:
    1. Ignore Federal or Ignore State
      : This option lets you further refine your search criteria and limits the time and volume of data produced in the Status Report.
    2. Requested
      : The taxing authority has acknowledged these jurisdictions but hasn't yet reviewed them.
    3. Awaiting Acknowledgment
      : This option will show you which returns and jurisdictions the taxing authority has successfully transmitted but hasn't yet put through the receiving process.
    4. Conditional Accepted
      : The return is accepted with conditions.
    5. Accepted
      : Select this option to list the returns and jurisdictions that the taxing authorities have successfully transmitted and accepted.
    6. Rejected
      : Select this option for a list of jurisdictions that you have submitted to the correct taxing authority and that they’ve rejected.
    7. Fed rejected - state not processed
      : If the federal return and state return are submitted together, and the federal return is rejected, the state return won't be processed. The following 1040 states require you to file the federal return with the state return: Alabama (residents only), Arizona, Arkansas, Kansas, Michigan (only if federal 8879 is used), Mississippi, Oklahoma.
    8. Error - Not Submitted
      : This status will list returns that encountered errors during the transmission of submitted jurisdictions. Returns with this status haven't been submitted to the jurisdiction and will need to be resubmitted.
    9. Ready to Send
      : Qualified jurisdictions not yet submitted will be shown on the report when this option is selected.
    10. Not Ready to Send
      : This option will show you which returns and jurisdictions still have e-file diagnostics in the return's Organizer, or other disqualifications that prevent successful e-filing.
    11. All Statuses (excluding Ready to Send)
      : This option will show you all returns submitted for e-file and the status for each jurisdiction within those returns.
E-file Status Report
results
  • Error Not Submitted
    : For federal and state jurisdictions, for returns and extensions (all e-file types). It lists the submitted returns that can't complete the submission process.
  • Accepted
    : Selecting the link on a listed jurisdiction abbreviation will show the Cumulative History report for the selected jurisdiction.
  • Ready to Send
    : You can export this report to a PDF or Excel spreadsheet.
  • Not Ready to Send
    : States only for All Tax Types.

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