Skip to main content

Legal

Featured

Questions? We are here to help
Contact us

Tax & Accounting

Featured

Questions? We are here to help
Contact us

Trade & Supply

Featured

Questions? We are here to help
Contact us

Risk & Fraud

News & Media

Books

Developers

Screens

Electronic Filing Status window

Show all expandable content
Use this window to view a list of all the return and extension e-files you've created for your clients.
To open this window, select the
Electronic Filing Status
 icon in the toolbar. You can also select
Utilities
, then
Electronic Filing Status
.
note
  • When you file a return electronically using a 3rd-party transmitter, the Electronic Filing Status option isn't available in the Utilities menu, and the Electronic Filing Status button isn't available. If you aren't using a 3rd-party transmitter, select
    Setup
    ,
    User Preferences
    , the
    Misc
     tab, and mark the
    Use Thomson Reuters as the ELF transmitter
     checkbox. Make sure to mark this checkbox on all computers.
  • The
    Use Thomson Reuters as the ELF transmitted
     checkbox is only available if your firm has purchased a 3rd-party transmitter license.
  • Column preferences, filters, and focus by entity and state in this window are specific to each user. Client-specific information and displays, password protected clients, and a client's e-file status, are the same for each user.

Tab views

Tab views are provided at the top of the window to provide a categorical organization of returns and extensions, based on their status. Additional filter selections applied within each unique tab view are automatically saved and available the next time you open the Electronic Filing Status window.
Created returns and extensions
Displays a list of all the created e-filed returns and extensions and their current e-file status.
Not accepted
Displays clients with e-files that aren't accepted or extended.
Extensions
Displays clients with e-file extensions filed.
Rejected
Displays clients with rejected e-files. Select the
information
icon to display the reason for the rejection. In some cases, the rejection text will link to a help topic that can further help you resolve the issue.
Accepted
Displays clients with accepted e-files.
Not created
Displays a list of all the returns that don’t have an e-file created.

Other options

Export to Microsoft Excel
Select
Export to Microsoft Excel
 to export the current focused or filtered data for the selected clients to Excel.
Original due date
Select the original due date column to filter clients based on the original due date of the return. You'll need to print the return to view the original due date.
Print ELF history report
Select
Print ELF history report
 to print the electronic filing events for the selected returns. This option is available on all tab views except for the Not created filter.
note
The
Print ELF History Report
 window displays the number of returns that will print. Check the following if this number is different than expected:
  • Returns with
    Not created
     in the E-file return status column have no electronic filing events, won't print.
  • You'll need to enter the password to print password-protected clients. Either enter the password for the individual client in the Action column, or enter the master password for all password-protected clients.
Print Form 9325
Select
Print Form 9325
 to print a client's 9325 acknowledgment for accepted returns. This option is available on all tab views except for the Not created filter.
note
The
Print Form 9325
 window displays the number of returns that will print. Check the following if this number is different than expected:
  • You'll need to enter the password to print password-protected clients. You can either enter the password for the individual client in the Action column, or enter the master password for all password-protected clients.
Search
You can search by client ID, client name, or preparer.
View e-file history
Select
View
 in the All Events column to display the e-file history of a client.
View password-protected clients
A key icon displays next to password-protected clients. Select
Enter client password
 in the Actions column to enter the client password. To unlock all password-protected clients, select
Enter master password
 and enter the master password.
View XML
Select
View XML
 from the Actions column dropdown to view the client-generated e-file XML for e-file returns with the following statuses:
  • Created not queued
  • Queued not transmitted
  • Transmitted
  • Accepted
  • Rejected

This article applies to:

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close