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e-file Help and Support

Filter the ELF status window based on date modified

You can filter client data in the Electronic Filing Status dialog.

Designate the Date Modified column as a Primary column

To filter using a specific column, that column must be designated as a
Primary
 column. If the column is not already indicated as a
Primary
 column (which it is by default), select the
Column Preferences
 button and change the
Date Modified
 designation to
Primary
.

Filtering to view which clients have changed within the past 1, 5, 7, or 10 days

  1. Select the filter icon near the
    Date Modified
     column.
  2. From the drop-down list, select one of the options for
    Newer than N days
    , where N is 1, 5, 7, or 10

Filtering to view which clients have changed from a given date through the current date

For the sake of this example, assume the current date to be April 15, 2011, and the intent of the filtering to be displaying only those clients who have changed for e-file purposes in the past week (since April 8, 2011).
  1. Select the filter icon near the
    Date Modified
     column, and select "(Custom)."
  2. In the
    Enter filter criteria for Date Modified
     dialog that opens, select an
    Operator
     of either "Greater than" or "Greater than or equal to."
  3. Select an
    Operand
     that represents the initial date and time, which can either be selected from the drop-down list from the dates and times of existing clients or entered in MM/DD/YY HH:MMPM format. Therefore, by entering 04/08/11 08:00AM, the application filters to display only those clients altered for e-file purposes since that date and time.
  4. Select
    OK
    . The Electronic Filing Status dialog will now be focused to display only those clients changed in some way (for e-file purposes) since April 8, 2011 at 8:00AM.

Filtering to view which clients changed between two given dates

For the sake of this example, assume that it is June 1, 2011, and the intent of this filter is to determine the e-file volume processed
between
 April 8, 2011 and April 15, 2011.
  1. Select the filter icon near the
    Date Modified
     column and select
    Custom
    .
  2. In the
    Enter filter criteria for Date Modified
     dialog that opens, select an
    Operator
     of either
    Greater than
     or
    Greater than or equal to
    .
  3. Select an
    Operand
     that represents the initial date and time, which can either be selected from the drop-down list from the dates and times of existing clients or entered in
    MM/DD/YY HH:MMPM
     format. By entering
    04/08/11 08:00AM
    , the application filters to display only those clients altered for e-file purposes since that date and time.
  4. Select the
    Add a condition
     button.
  5. For the second condition, select an
    Operator
     of
    Less than
     or
    Less than or equal to
    .
  6. Verify that the button remains set to
    And conditions
    .
  7. Select an
    Operand
     that represents the final date in the range, using the same data entry format as the first condition. To follow the example, the operand data entry would be as follows: 04/15/2011 11:59PM.
  8. Select
    OK
    . The Electronic Filing Status dialog will now be focused to display only those clients changed in some way (for e-file purposes) between April 8, 2011 at 8:00AM and April 15, 2011 at 11:59PM.
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