How can I determine which state returns were electronically filed and which state returns were marked as Paper?
We recommend running the Pro Web Returns – Detailed Return Report located under Management Reports
- Defaults to Tax Year 2020
- Enter a Start Date and End Date
- Select the checkmark next to the EFIN
You can either select Run Report or Run report for Export. Either way, you may want to export the data so you can sort it
What information does this report give me?
- Group Name (Will be blank)
- EFIN
- Last 4
- First Name
- Last Name
- Status (status of the federal return)
- Federal Return Type (e-file, paper, direct deposit, direct debit, etc)
- Federal Refund (negative if balance due)
- State (state abbreviations…If the return had more than 1 state, the return will have multiple rows)
- State return type
- You are looking for Paper or PR with ??
- State Refund
- Stated date (date return was started)
Note: New for TY2020, this report also had 1040X columns
Can I filter the columns?
Yes, each column allows you to sort in Ascending or Descending order. You can also filter by selecting a certain criteria such as Paper or PR
The filter below on the state return type column will display a list of all returns where the state was marked as paper
You can now export this filtered list so it is easier for you to work with