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Can someone tell me exactly where to get to the efile link? Every time I click "efile" I am told to do so from a different part of the platform.

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Level 1
This is my first time using Protax connect and am trying to file a 990 EZ. The return is done, my efile and PTIN numbers are entered, but I am stuck on how to actually successfully efile.
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Level 15
  1. On the Profile tab, make sure you check the box for SELECT FOR E-FILE;
  2. On the Check Return tab, ensure all the Critical Diagnostics are cleared;
  3. On the File Return tab, check the box SELECT TAX RETURN(S) TO E-FILE and click on the E-file button.  If these options are greyed out, that's because you haven't yet cleared all the critical diagnostics and you will see a red exclamation mark under the DIAGNOSTIC column.

This is the same routine for all types of return.

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Still an AllStar

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1 Reply 1
Highlighted
Level 15
  1. On the Profile tab, make sure you check the box for SELECT FOR E-FILE;
  2. On the Check Return tab, ensure all the Critical Diagnostics are cleared;
  3. On the File Return tab, check the box SELECT TAX RETURN(S) TO E-FILE and click on the E-file button.  If these options are greyed out, that's because you haven't yet cleared all the critical diagnostics and you will see a red exclamation mark under the DIAGNOSTIC column.

This is the same routine for all types of return.

---------------------------------------------------------------------------------
Still an AllStar

View solution in original post