Review e-file and balance due payment data

The tax return print file.
The federal and state e-file registers.
The balance due payment registers.

A condition that doesn’t disqualify a return for e-file but may cause an issue when the return is submitted in an e-file request.
The state balance due payment option that was selected at the time the return was processed.

Review a tax return print file

Open the account.
Select the
Documents
main topic.
If necessary, select
for the tax year that contains the tax return print file you want to view then select for the
Document: Tax return
category.
Select the document link in the
Recipient
column for the tax return print file you want to view. The tax return print file displays in Adobe Acrobat Reader. If the File Download screen displays, select
Open
to open the tax return print file in Adobe Acrobat Reader.
Review the Electronic Filing Diagnostics sections on the Diagnostic page of the tax return print file. If any e-filing rejection diagnostics or e-filing XML validation errors are listed, correct the data identified in the diagnostic then reprocess the return. If the diagnostic can't be corrected, you will need to paper-file the return with your IRS Service Center or state taxing authority.
A return is ready for e-file only when the
No Electronic Filing Diagnostics Detected
,
No State Electronic Filing Diagnostics Detected
, or
No Electronic Filing XML Validation Errors Detected
messages are listed in the Electronic Filing Diagnostics section on the Diagnostic page of the tax return print file. If a rejection condition can't be corrected, the return must be paper filed with your IRS Service Center or state taxing authority.
Select
Close
when you finish your review.

Review the federal and state e-file registers

Returns not Qualified for Electronic Filing
Returns qualified for EF and enrolled for EFTPS
Returns qualified for EF but not enrolled in EFTPS
: Includes grantor accounts regardless of their EFTPS enrollment status.

Electronic Filing diagnostics
: Includes federal e-filing diagnostics.
State Electronic Filing diagnostics
: Includes resident and nonresident state e-filing diagnostics.
Electronic Filing registers associated with federal e-filing and EFTPS payments may show multiple records for accounts requiring dual return processing. If the entity type is included as a register column, the current entity type setting (not necessarily the entity type associated with the record) displays for these accounts.

Review the balance due payment registers

Balance Due Payment Summary to be submitted
: Includes payments for accounts that have balance due payments that qualify for payment via EFTPS but that haven’t been included in a balance due payment file. This includes returns that:
Will be or have been e-filed and have the federal balance due payment option set to
Only when e-filed
or
When e-filed or paid on paper
as the balance due payment option.
Will be paper-filed and have the federal balance due payment option set to
When e-filed or filed on paper
.
Balance Due Payments that need attention
: Includes accounts with balance due payments that qualify for payment via EFTPS but that are excluded from a balance due payment file because the taxpayer was not enrolled in EFTPS, or the taxpayer's EIN was modified and was not re-enrolled in EFTPS. Run this register prior to preparing a balance due payment file.
note
Run this register prior to preparing a balance due payment file.
State Balance Due Payments to be submitted
: Includes the state balance due payment information. Apply a filter to the
State
column if you want to view the payments for to a particular state. To apply the filter, select the filter bar after the
State
column, select the state from the dropdown list, select  then select
Apply All Filters
. To clear the filter, select  then select
Clear This Filter
or
Clear All Filters
.