These are some of the questions we received about Electronic Filing during our Administrator Webinar:
Q: On the transmissions screen, if a return has rejected and then been corrected and resubmitted, how does it show on the transmissions screen? Will it show both the original reject and the subsequent transmission?
A: Once a rejected return has been corrected and transmitted, it no longer shows on the Transmission screen. The client History will show the original transmission date/time, the reject, and the secondary transmission date/time. If the return is rejected a subsequent time, it will show on your Rejected Clients list. Rejected returns must be added to the transmission list by selecting the Add Returns button.
Q: When a return is created for e-file does a “time created” register as well?
A: We do store Date/Time Created. You can see this in Client Return Status
Q: How will it look if we need to send the state only when the federal cannot be e-filed?
A: You will select the Send State Only box in e-file and select a federal filing type. You will see a message that the state will be sent by itself. Even though you must select a federal filing type, the federal return will not be filed. Once e-file information is complete, the user can either select to send the return from the submission page or it will display to be sent on the transmission page.
Q: Can a return be modified after it has been marked complete?
A: Yes, the return can always be modified
Q: Rejected Clients on Welcome screen-will this bring up state rejects, too?
A: No, this list is generated based on IRS rejected returns
Q: When you do a tax return and submit from the Submission page within the return, do you still have to go to the transmissions tab to send them to the IRS?
A: If you select Save and Transmit from the Submission page in e-file, you do not need to go to the transmission page for that return.
Blog posted 10/25/2017