Pro Online 2016: Getting Ready to E-file

When we turn e-file on the returns with the status of Complete are available to electronically file:

  • Click Select on Transmissions on your Welcome Page
    • Send to IRS must be enabled in the Security Template assigned to your Username

0122 TRANSMISSION

  • The returns with the Status of Complete will be displayed for selection

0122 SELECT TO SEND

  • Check All or Select one or more returns to Submit and select Transmit Selected Returns(s) to the IRS
  • The Transmission page display the number of returns transmitted.
  • Click Back 

0122 TRANSMITTED

  • The returns will display as Transmitted in the Client List.  My screenshot below is filtered on Transmitted.

0122 OFFICE LIST REFLECTS TRANSMITTED

Blog Posted 01/22/2017  7:47 PM EST

Print Article