How do I identify returns I may need to send as “state only”
Rejected state returns are listed in your Rejected Clients list located on the welcome page
Common reasons for filing a return as “State Only”
The federal return is accepted and the state return is rejected.
You have no federal filing requirement, but need to file the state for a credit
The taxpayer comes back after their already filed and accepted federal return and needs to file their State return
The taxpayer needs to add another state to their already filed and accepted return.
When should I NOT file a “State Only” return
While you are waiting for your state to acknowledge the return you filed with your Federal return.
Reminder: States typically take longer to acknowledge their returns than the IRS MeF system.
Is there a report I can run that identifies states that are marked as “electronic” and have not been filed?
Navigate to Reports >> Management Reports >> Select the Pro Web Returns – Detailed Return Report
You can either export the report or filter it by the state return type
You are looking for any state return type other than Paper with a blank status
Note: If you have multiple states on the return, there will be multiple rows per return
What return type do I need to select for the Federal Return?
TaxSlayer automatically marks the appropriate federal return type when you select the State Only box.
The federal return portion will be marked as stOnly in client status
The type of return under the Federal Return Section of the Submission page will reflect : State Only – Federal Return is NOT being submitted to the IRS
How do I transmit my “State Only” returns?
You must submit them from the Submission Page (Save and Transmit Return)