jrnamie
Level 1

Can't seem to change efile status to mailing manual option  tried most everything logical

0 Cheers
IRonMaN
Level 15

Have you “unchecked” the e-file boxes in the client information section?


Slava Ukraini!
Just-Lisa-Now-
Level 15
Level 15

Uncheck the EF boxes on the Fed info worksheet, switch over to the state return (if applicable), then save and exit the file

 


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
sewcpa
Level 5

Both of these great answers will get the client out of the EF homebase.

I also like to go to the client status page. The last line after all of the checkboxes for type of status is a blank choice which I put "mail" or "mail reject". It automatically includes date. This way the individual homebased shows a status of mail. From time to time I look at that database and sort by the status column to see the few clients that did not efile