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
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?
You must select an e-file type for the federal because the state only has to have a “shell” federal return included with it.
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)