Submit returns and extensions

Upload

Select
Upload
.
Select the tax application.
Drag the client copy to the upload area or select
Choose File
.
note
CCH only: Select up to 30 individual returns to upload at once.
The
Upload Progress
bar turns green when the upload is complete.
Verify or edit the
Client ID
.
Enter a
Group Name
for the return to assign it to a new or existing group (optional).
Select
Office Location
.
Select
Set Access
to edit access permissions as needed.
note
This will initially show
Restricted
or
Everyone
based on the security settings.
Mark the
No K1 Package
checkbox to upload a 1065, 1120S, or 1041 return without K-1s.
Select
Submit
.

Initial processing

If turned on in the user's My Settings menu, a notification is delivered to the uploader letting them know if the upload was successful or not.
The
Send Tax Returns
section displays once you select
Submit
.
If the
Status
column shows
UPLOADED
, the assembly process isn't yet complete.
The
Status
changes to
READY
after assembly is completed.
Make sure the
Name
,
Client ID
, and
Type
columns contain information.
If the status is anything other than
READY
, there was an issue reading the return.
note
The ERO automatically populates based on the PTIN on the return, a matching ID in Client Management, or the user's My Settings default, in that order. If none of these apply, select an ERO during processing.

Find the return.
Select
Process
to open the return.