Marking a return Complete on the Submission page in the E-file section changes the return status to Complete and the return will be displayed in the transmission screen.
Question: Once I have marked a return complete can I remove the check mark?
Answer: No, once a return is marked complete, you cannot remove the check mark.
Question: If I make a change to a return that was marked Complete prior to submitting the return, does the software include the change in the e-file?
Question: My return was marked complete in error, how can I ensure it does not show up to transmit?
Answer: If you have a security template that enables the ability to mark a return for review, the preparer can mark the return Ready for Review on the Submission page in e-file. This will change the status to Review Pending and the return will not be available in Transmission.
Once the return is ready to submit, a preparer with the ability to Review Returns and Mark Review Decision can mark the return approved. The status will change back to Complete and it will be available for transmission
Blog Posted 01/22/2017 9:24 AM EST