Electronic Filing Workflow
Security group profile (Dashboard > Application Links > Security > Security groups > Security group profile) Grant Tax Preparation and Electronic Filing functional rights |
Designate return (General > Electronic Filing worksheet)* Designate return for electronic filing (overriding default options, if needed) |
Display diagnostics report (Tax return Review ribbon tab > Diagnostics) |
File with paper signatures (Tax return Import/Export ribbon tab > EFS) |
Review notifications |
Firm options (Dashboard > Application Links > Firm > Settings and defaults > eSign) |
PDF attachments (General > Electronic Filing worksheet) |
Review filing instructions (Tax return Application menu > Print > Print Return Sections > Correspondence > Filing instructions) |
File with electronic signatures (1040 Individual only) (Tax return Import/Export ribbon tab > EFS) |
Review Upload Report (Tax return Utilities ribbon tab > Upload Report) Review Electronic Filing Upload Report for returns uploaded in the last 72 hours |
Staff profile (Dashboard > Application Links > Staff > Staff Manager) |
Review return group status (Tax return Forms List > Return Group tab) |
Obtain taxpayer signatures |
Review in Return Manager Review e-file Status columns in Return Manager grid for upload and release statuses |
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Return configuration set (Dashboard > Application Links > Tax > Configure > Return configuration sets) |
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Review in Electronic Filing Status (EFS) system Review EFS e-filing Status tab for upload and release statuses |
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Return print set (Dashboard > Application Links > Tax > Configure > Return configuration sets) Set electronic filing form's print properties and print order |