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Creating and Printing Electronic Filing Reports

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Intuit

Creating and Printing Electronic Filing Reports

How do you create and print Electronic Filing (EF) reports for different E-File statuses?

Solution Description:

  1. Navigate to the EF Center in ProSeries Professional Edition or the EF Clients Tab for ProSeries Basic Edition.
  2. Highlight the returns you want in the report.
  3. Click on the E-File menu
  4. Mouse over Electronic Filing
  5. Select Electronic Filing Reports.

  6. Select the type of report you wish to create.
  7. Choose whether you want All Electronic Filing Records, Selected Electronic Filing Records, or Customized Electronic Filing Record Selection in the Create Report For area.
    Note: If you select Customized Electronic Filing Record Selection each report has different sort and filter capabilities
    • Select the way that you want the information grouped, if applicable, in the Group By field, then go to the Date Range Filter list and specify status dates.
    • Select the way that you want the information sorted (must be using "Customized Electronic Filing Record Selection" for sort to be available), if applicable, in the Sort By field, then go to the Date Range Filter list and specify status dates, if applicable
    • When applicable, select the return type filter and return status filter
  8. Click Preview to view the report or click Print to print the report.

Electronic Filing Reports:

Report Name Information Shown in Report
Accepted Amended Returns (Business Returns Only) All client amended returns that have been accepted by the IRS or state taxing authorities. The report is sorted by each amended return's electronic filing status date.
Accepted Extensions All client extensions that have been accepted by the IRS. The report is sorted by each return's electronic filing status.
Accepted Payments All client returns that contain an accepted NY IT-204-LL Payment form or Estimated Tax Payments filed separately from the return.
Accepted Returns All client returns that have been accepted by the IRS or state taxing authorities. The report is sorted by each return?s electronic filing status date
Acknowledgments All client returns that have been acknowledged (accepted or rejected) by the IRS and state taxing authorities. The report is sorted first by each return?s electronic filing status date, then by electronic filing status
Electronic Filing Amended Return Status Summary (Business Returns Only) Each client amended return marked for electronic filing and its electronic filing status. The report is sorted first by the electronic filing status (in ascending alphabetical order), then by the status date.
Electronic Filing Client Details Complete information about each client return marked for electronic filing. The report is sorted by client file name and state code (in ascending alphabetical order).
Electronic Filing Client Status History A history of the client?s return processing status, as well as the date and time associated with the status messages
Electronic Filing Extension Status Summary Each client extension marked for electronic filing and its electronic filing status. The report is sorted first by the electronic filing status (in ascending alphabetical order), then by the status date.
Electronic Filing Payment Status Summary Each client's NY IT-204-LL Payment form or Estimated Tax Payment filed separately. The report is sorted first by electronic filing status (in ascending alphabetical order), then by the status date.
Electronic Filing Return Status Summary Each client return marked for electronic filing and its electronic filing status. The report is sorted first by the electronic filing status (in ascending alphabetical order), then by the status date.
Intuit Electronic Postmark Report The date and time a return was first filed. A printed copy of this report is accepted by the IRS as proof of filing.
Rejected Amended Returns (Business Returns Only) All client amended returns that have been rejected by the IRS or state taxing authorities, with rejection reasons and solutions. The report is sorted by each amended return?s electronic filing status date.
Rejected Extensions All client extensions that have been rejected by the IRS, with rejection reasons and solutions. The report is sorted by each extension?s electronic filing status date.
Rejected Payments All client NY IT-204-LL Payment Forms or Estimated Tax Payments Filed Separately with rejection reason and solutions.
Rejected Returns All client returns that have been rejected by the IRS, with rejection reasons and solutions. This report is sorted by each extension's electronic filing status date.

Note: Currently ProSeries does not support printing these reports to PDF. However, printing to PDF is possible using a 3rd party PDF printer. That printer if installed is selectable after pressing the Print button.

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