Validation errors have been added to the Rejected Clients feature located on your Welcome page.
Rejected Federal Clients
- Select the Rejected Clients button
The year defaults to 2017, but can be changed to 2016. The selection criteria defaults to Rejects. Selecting rejects renders a list of your rejected returns, along with the reject code.
- View the list of rejected returns. The example below is for the default 2017 Rejected Clients
- Selecting the reject code gives you the reject definition. It does NOT give you the specific entry that is rejected at this point. For example, it would not give you the specific dependents SSN. However, printing your IRS Acknowledgements to HTML will give you the rejected Data Value. Detail information is also listed on the Client Status screen.
- Click Select to open and correct the rejected return. Remember, you can retransmit a rejected return from the Submission page if you have the appropriate rights, otherwise, you must use the Add Return feature to add them to the Transmission list.
Validation errors
- Select the Rejected Clients button
The year defaults to 2017, but can be changed to 2016 (2015 coming soon). The selection criteria defaults to Rejects. Change the drop down to Validation Errors. This prevents you from having to contact support to determine why prior year returns failed validation.
- View the list of returns with validation errors . The example below is for the default 2017 Validation errors
- Selecting the error code link gives you the validation reason and when possible a helpful hint on how to resolve the error.
- Click Select to open and correct the validation error. There are times when the return does not need to be opened to fix the error, just retransmitted. We typically post these instructions on the Blog.
Blog posted 01/30/2018