Continuation of questions we received about e-file during the Administrator Webinar
Q: Anywhere to see state validation errors?
A: Yes, they are listed on the Validation Errors report under the Reports Section. They typically have a detailed explanation of the validation error and a helpful hint on how to correct it.
Q: How can I determine if a state return was transmitted with the federal?
A: You can run reports for Returns Awaiting Acknowledgements. This report is located under Management Reports. If the state is marked for e-file it is automatically transmitted with the Federal return. Once the Federal return is accepted, it will be made available for the state to pick up and process.
Q: Once a rejected return is corrected, does it automatically queue up for re-transmission? I just have to add it to the transmission page?
A: No, you have to click Add Return and add it to the transmission.
Q: What prior year returns will I be able to electronically file when Pro Online 2017 is delivered?
A: The IRS accepts electronic files for the current year and 2 prior years. You will be able to file electronically with TSO 2017, TSO 2016 and TSO 2015.
Q: Will tags prevent efile (which is preferable) ? or can it be efiled regardless of whether there or not?
A: You can make return tags required in office setup to create an e-file
Q: If a return is rejected and we must paper file it, will we be able to change the status to complete?
A: When you change the return type in e-file to a paper option, it will automatically change the status to paper. This new feature is already available in the application
Q: Will selecting a return type of paper on the efile screen cause the Status to change to Paper
A: Yes, this is a new feature we added over the summer.