Triva isn't available right now.
Check out the support page for our phone number and hours
Electronic Filing Status dialog
Show all expandable content
Use this dialog to view the status of electronic returns that you have created, transmitted, or selected to transmit for electronic filing. You can also print electronic filing status reports, access the IRS e-file website, access bank product information, and access the IRS Electronic Federal Tax Payment System (EFTPS) website using the buttons in this dialog. Select the + next to a client's name in the status list to view additional electronic filing information.
To open this dialog, choose Utilities then Electronic Filing Status, or select the Electronic Filing Status button on the toolbar.
note
- The Electronic Filing Status option is not available in the Utilities menu and the Electronic Filing Status button is not enabled when you electronically file a return using a third-party transmitter. If you are not using a third-party transmitter, choose Setup then User Preferences, select the Misc tab, and mark theUse Thomson Reuters as the ELF transmittercheckbox. Confirm that this checkbox is marked on all workstations.
- TheUse Thomson Reuters as the ELF transmittedcheckbox is only available only if your firm has purchased a third-party transmitter license.
- Column preferences, filters, and focus by entity and state in this dialog are specific to each user. Client specific information and displays such as hidden clients, password protected clients, and a client's e-file status, will be the same for each user.
Fields & buttons
Status list
Lists the electronic filing status of all clients whose electronic files you have created. Use the buttons in the dialog to customize the columns and rows in the status list.
Filter button
You can filter the status list by each column in the primary row in the dialog. Select the Filter button in the desired column to choose an option from the drop-down menu. If a client you choose does not meet the specified filter for the column, the client will not be displayed in the status list. The following are the default options available in the drop-down menu.
- All:View all entries for the column.
- Custom:Open the Enter filter criteria for [column] dialog. In this dialog, specify an Operator and an Operand to define the custom criteria. For example, to define a custom filter in the Return column to display all clients except clients who have Arizona state returns, enterDoes not containin theOperatorfield and enterAZin theOperandfield.
- Blanks:Display only returns for which the selected column is blank.
- NonBlanks:Display only returns for which the selected column is not blank.
note
If a filter is applied to a column, and the preference for that column is later changed to Hidden or Secondary, access the filter in the Filter column in the Column Preferences dialog.
Example:
Filter the status to limit the view to just accepted electronic files where Form 9325 has not yet been printed. In the Status column, select the Filter button and select Return accepted by taxing agency
. In the 9325 column, select the Filter button, and select Blanks
.Focus group box
Use these checkboxes to restrict the status list to specific types of returns, such as
1040
or 1120
.note
Mark the
Other
checkbox to include 990 and 5500 returns in the status list.By Status drop-down list
Select the arrow for the
By Status
drop-down list to select predefined filters to display which returns appear in the Electronic Filing Status dialog.Clear other filters button
Select this button to clear all filters you have applied to columns in the status list.
Update custom filter button
Select this button to save all of the current selections in the Filter icons to the custom filter. To later select the custom filter, select
Custom
from the By Status
drop-down list.Other buttons
Unlock all returns with master password button
Select the Unlock all returns with master password button to open the Master Password dialog. Enter the master password to unlock all password-protected returns in the status list for the current session. The
TIN
column will be blank for locked clients.Column Preferences button
Select the Column Preferences button to open the Column Preferences dialog. In the Column Preferences dialog, set preferences for columns based on the information you view most frequently. Specify a column in the status list as
Primary
to display the column on line 1, as Secondary
to display the column on line 2, or as Hidden
to remove the column from the display.note
- The default Primary columns include Client ID, Client Name, TIN, Status, Entity, Return, 9325, Signature Document, and Date Modified.
- The Linked column displays linked states that are attached to the federal return.
Show hidden / non-hidden returns button
The Show hidden / non-hidden returns button is the Show hidden returns button by default and is enabled only if you have hidden returns in the status list.
- Show hidden returns:Select this button to display all hidden returns in the status list.
- Show non-hidden returns:Select this button to display all non-hidden returns in the status list.
note
To show multiple hidden returns at the same time or to show multiple non-hidden returns at the same time, select several clients in the status list. To do so, press the SHIFT key and select the desired clients to highlight multiple adjacent clients, or press and hold the CTRL key and select the desired clients to highlight multiple clients who are not listed next to each other.
Hide / Restore return button
This button is the Hide return button by default. If you hide returns and then show hidden returns, this button changes to the Restore return button.
- Hide return:Select a client in the status list, and select the Hide return button to hide the client's return. This feature is provided for hiding returns that have been rejected and subsequently paper filed rather than electronically filed.
- Restore return:Select the Show hidden returns button to display the list of hidden returns, select the returns you want to restore, and then select the Restore return button to restore the returns to the status list.
note
You can hide or restore multiple returns at the same time by selecting several clients in the status list. To do so, press the SHIFT key and select the desired clients to highlight multiple adjacent clients, or press and hold the CTRL key and select the desired clients to highlight multiple clients who are not listed next to each other.
Bank product info button
Select a client in the status list, and select the Bank product info button to access the Refund Advantage website to view the status of the 1040 client's Electronic Refund Disbursement Service.
note
This button is enabled only for 1040 clients with information in the Bank column.
Print button
Select a client in the status list, and select the Print button to open the E-File Status Print dialog to print Form 9325, an ELF history report, a basic information report, or a detailed information report. You can print these items on paper or store digital copies in a document management application such as Onvio Documents or FileCabinet CS.&
note
You can print reports for multiple clients at the same time by selecting several clients in the status list. To do so, press the SHIFT key and select the desired clients to highlight multiple adjacent clients, or press and hold the CTRL key and select the desired clients to highlight multiple clients who are not listed next to each other.
Lock button
Select the Lock button next to a password-protected client in the status list to open the Client Password dialog. Enter the client password to unlock the password-protected client for the current session and to view the client's status details.& The
TIN
column will be blank for locked clients.Details button
Select the plus sign next to a client in the status list to expand the client's additional detail information. If additional electronic filing status details are available for a client, a Details button is available in the Status column and the Comment column. Select the Details button, if available, to open the Details dialog, which provides information (including the relevant reject codes / business rules) about all of the errors in the return.
Paper Filed button
Select the Paper Filed& button in the Status column for a client to change the current status of the electronic file to “Paper Filed” and to log a client status event of “Paper Filed” for the client.
note
- This option is available for any client who does not have a current electronic filing status of “Return transmitted to CS” or “Returned accepted by taxing agency.”
- Select OK at the warning prompt to change the status of the selected electronic file to paper filed. If you do not want this prompt to open the next time you select the Paper Filed button, mark theDo not warn me again before allowing me to change the status to “paper filed”checkbox in the Warning dialog.
- To change the status from "Paper Filed" to an electronic filing status, recreate the electronic file for the client.
View button
Select the View button next to a client in the status list to open the electronic file. See View the electronic file XML.
IRS e-file button
Select this button to open the main electronic filing page on the IRS website.
EFTPS button
Select this button to open the Electronic Payment Options home page on the IRS website to review electronic payment options offered by the IRS.
Did you know button
Select this button to open a topic that links to resources for troubleshooting error codes and reject codes / business rules and to a demonstration video of the features of the Electronic Filing Status dialog.
Save display settings
Mark this checkbox if you want to save your current settings when you close the dialog.
note
You should clear this checkbox before you close the dialog if you change any settings that you do not want to save, such as filtering the Status column to check only for rejected returns.
Select All button
Select this button to select all clients in the status list.
Deselect All button
Select this button to deselect all clients in the status list.