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Managing your Client’s Electronic Filing With ProSeries^® Tax Software

With electronic file (e-File), it’s the tax preparer’s responsibility to make sure tax returns are accepted by the IRS and the state. Luckily, ProSeries^® makes it easy to manage the e-Filing status of your client’s returns.

For more info on how to manage your e-File and refund status in ProSeries, check out this video demo by Carolyn Brammer, an enrolled agent and an Intuit^® employee:

Using the e-Filing (EF) Center

In ProSeries, the e-File status of returns is managed in the e-File (EF) Center, which is easily accessible from the HomeBase view. The EF Center consists of three tabs:

• “All” tab – Shows all client returns that are marked for e-File and their status (e.g., Transmitted, Delayed, Rejected).
• “Pending” tab – Shows all returns that are still in process.
• “Accepted” tab – Shows which e-Filed returns are complete.

Checking the e-Filing Status of Your Returns

To simplify your workflow, ProSeries has many automated tools that will help you manage the e-Filing status of your returns:

• Automatic Status Updates: Each time you e-File a return, ProSeries automatically retrieves any new e-Filing status updates for previously e-Filed returns.
• E-File Status Scheduling: ProSeries has incorporated Tax Scheduler, an automated tool that you can use to check for e-Filing status updates when ProSeries is not in use, such as in the middle of the night. To use this feature go to Tools > Options > Task Scheduler.
• E-File Status Reminders: In ProSeries, you can create reminder features to prompt you to check for e-Filing status. To access this feature go to Tools > Options > Electronic Filing.

Note: You can also manually check the e-Filing status of your returns by going to e-File in your ProSeries menu.

One-Click e-File Status Reporting

Do you need a quick look at the e-filing status of all of your client’s returns? Simply press F12 on your keyboard (or click e-File in your ProSeries menu) to view a full e-Filing status report.

E-filing Resources for ProSeries

Find more help for e-Filing returns in ProSeries using these resources:

• FAQs: Choose “Most common support questions” from your tax software menu and click “more” to see more options.
• Ask ProSeries: Go to “Ask ProSeries” to get help to FAQs.
• Search: Use the “search” feature in your tax software to find helpful information.
• Online: Check out the ProSeries e-Filing Atlas.

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