Pro Online: Validation Errors Report

As you progress through tax season, you will have a good idea about how long a return should be in the status of Transmitted.  If you detect returns in the status of Transmitted for more than a few hours, you should run your Validation Errors report.

0124 validation errors report

This will be a listing of returns that did not pass the secondary validation at the Processing Center.

0124 validation screen

You have the option of  printing to HTML or PDF and exporting to a CSV or Excel File,  Most of the error messages will have a helpful tip as how to make the correction.

The next step is open the return and make the correction.  In the above case, once the address was added back to Office Setup and/or ERO setup, the next steps would be the following:

(1) Open the Return

(2) Select the E-file Section

(3) Click through the pages (they have already been completed the first time a transmission was attempted).

(4) When you get to the Submission page you have 2 options

Option 1 (Recommended) If the preparer/user conducting this task has the ability to Send to IRS Enabled in their Security Template, you can click

0124 save and transmit

You will then get a confirmation page that the return was transmitted. click Main Menu to return to the Welcome Page

0124 save and transmit confirmation

Option 2: The preparer can open each return and go through the same process as above, when they get to the Submission page in e-file, we recommend that you select the option of Ready for Retransmit

0124 ready to retransmit

Then select Save and Exit Return.  Once you have completed this for each return, you can send multiple returns from Transmissions.

Click Select on Transmissions

Reminder:  Only the returns with the status of Complete or Complete(Flagged for Retransmissions)

Click Add Returns

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Select the return(s) with the status of Transmitted (Flagged for Retransmit) and click Add Returns.  the return(s) will be removed from the window.  Click the X in the upper right hand corner.

0124 select flagged return (2)

This adds the return(s) to the normal transmission list.  Proceed as normal by selecting the Transmit to the IRS button.

Blog Posted 01/23/2017  3:15 PM EST


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