Tag: Pro Online

If your federal return is rejected for a SSN/Name Control business rule, you will see the Imperfect Return option appear under the Federal Return type on your e-file page.

We give the preparer the choice of working with the taxpayer to make this correction or allowing the IRS to make the the correction.  If selected, an “Exception” status indicates to the IRS that the return was previously rejected for the business rule.  The IRS will continue to process the return and a notice will be sent to the taxpayer advising them of any change made as a result of the Imperfect Return indicator.  This prompts the IRS system to match the information from previously accepted returns.  The returns with the Imperfect Return indicator are typically processed in 4-6 weeks after acceptance.

Disadvantages of Using the Imperfect Indicator;  The IRS matches the information on the back end the site is unaware of the match changes to make corrections on the return.  This will result in the same data being carried forward next year and the return being rejected for the same business rule.

Blog Posted 01/27/2017  7:50 AM EST

You DO NOT  have to nor need to complete the IL short view page.  Click Continue to proceed through the page.  It is not required for electronic filing purposes for VITA/TCE.

The E-filing Information page under Enter Myself is also not applicable for VITA/TCE.  You are not required to complete the page.

Blog Posted 01/25/2017  8:14 AM EST

As you progress through tax season, you will have a good idea about how long a return should be in the status of Transmitted.  If you detect returns in the status of Transmitted for more than a few hours, you should run your Validation Errors report.

This will be a listing of returns that did not pass the secondary validation at the Processing Center.

You have the option of  printing to HTML or PDF and exporting to a CSV or Excel File,  Most of the error messages will have a helpful tip as how to make the correction.

The next step is open the return and make the correction.  In the above case, once the address was added back to Office Setup and/or ERO setup, the next steps would be the following:

(1) Open the Return

(2) Select the E-file Section

(3) Click through the pages (they have already been completed the first time a transmission was attempted).

(4) When you get to the Submission page you have 2 options

Option 1 (Recommended) If the preparer/user conducting this task has the ability to Send to IRS Enabled in their Security Template, you can click

You will then get a confirmation page that the return was transmitted. click Main Menu to return to the Welcome Page

Option 2: The preparer can open each return and go through the same process as above, when they get to the Submission page in e-file, we recommend that you select the option of Ready for Retransmit

Then select Save and Exit Return.  Once you have completed this for each return, you can send multiple returns from Transmissions.

Click Select on Transmissions

Reminder:  Only the returns with the status of Complete or Complete(Flagged for Retransmissions)

Click Add Returns

Select the return(s) with the status of Transmitted (Flagged for Retransmit) and click Add Returns.  the return(s) will be removed from the window.  Click the X in the upper right hand corner.

This adds the return(s) to the normal transmission list.  Proceed as normal by selecting the Transmit to the IRS button.

Blog Posted 01/23/2017  3:15 PM EST

Warning:  DO NOT remove the street address from Office Setup and/or ERO Setup.

If you have removed the street address from Office setup, go to Configuration>> Office Setup and edit the Address field

If you have removed the street address from ERO setup, go to Configuration>> ERO Setup and edit the Address field

Your returns cannot be processed without a blank address.  We are in the process of Process Center Rejecting (Validation Error) any states that have been submitted to us with a blank address.

Below is an example of the Validation errors you will receive indicating the return is Processing Center rejected:

Blog Posted 01/23/2017   10:21 AM EST

The rejected Returns report display a list of returns that have been IRS Rejected.  The Status column is currently showing ‘Transmitted’ instead of rejected

Blog Posted 01/24/2017  8:53 AM EST

The following reports are now available

• IRS Acknowledgements
• Old IRS Acknowledgement

Click Select on IRS Acknowledgements to display the current acknowledgements that you have NOT previously viewed. Below is an example IRS Acknowledgement.  You can print the report via PDF or HTML or you can export the report to a CSV or Excel file.

Below is an example of how detailed reject information displays on the IRS Ack or Old IRS Ack report.  This is the same information located for the return on their Client Status Page.

Once you have viewed the report or have NO current acknowledgements, you will see the following when you select IRS Acknowledgements:

Using Old IRS Acknowledgement Reports:  All viewed acknowledgements are automatically displayed in Old IRS Acknowledgements if you need to view them at a later time.

Select your date range to narrow down the list and Click Continue

You will see a list of all the IRS acks within the date range.  You can search by SSN or name to more easily find the acknowledgement.  You also have the option print via PDF or HTML and export to a CSV or Excel file.

The following instructions describe how to create and assign Question Templates:

(1) Login with your Group Login

(2) Click Select on Group Configuration

(3) Select Question Templates

(4) Click on either Create Question Template or Default Question Template

(5) Click Add to create the question and answer bank to assign.  Note:  You cannot re-assign any question templates assigned to your group.

(6) Add Question and Answer Bank

(7) After saving your question(s), click the Back Button to return to the Questions Main Page

(8) Select the site(s) to assign the question(s) to and click Continue

You have received your login credentials for your Relational Admin group account.  This also requires the use of a Relational EFIN and the appropriate 7216 Consents.  We will be assigning the appropriate Reporting Consent that will be required to be completed for the purpose of electronic filing.

You will have access to Group Menu

Client Search = Allows you to search for a taxpayer from any of the sites under your group

Group Configuration = Allows you create configurable/setup items and assign to any of the sites under your group

Group Reports = Allows you to run reports for any of the sites under your group

Transmissions = Allows you to transmit returns for any of the sites under your group

Office Access = Allows you to access any office under your group with your group login credentials.  At this point you can assist the site in quality reviewing returns if the site utilizes the built-in review process to mark returns ready for review, create preparers/users, and much more