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e-File

Exclude a federal or state return from e-file

Even though a federal or state return is qualified for e-file, you can prevent the return from being included in an e-file submission by excluding the return from e-file. When a return is excluded from e-file prior to processing, a federal or state e-filing rejection diagnostic is generated. If the return is excluded from the e-file after processing, there won’t be an associated diagnostic. The state e-filing rejection diagnostic applies to resident and nonresident state returns.
To exclude a federal or state return from e-file:
  1. Open the account.
  2. Select the
    Account
     main topic then the
    Admin Controls
     subtopic.
  3. Open the
    Electronic Filing/Back-End Feed
     collapsible section.
  4. Mark the
    Exclude from Federal Electronic Filing
     checkbox to exclude the federal return from the e-file.
  5. Mark the
    Exclude from State Electronic Filing
     checkbox to exclude all resident and nonresident state returns attached to the account from e-file.
  6. Select
    Save
    .

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax
  • Subject: e-file