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How to e-file a return and print the confirmation letter in ProConnect Tax

SOLVEDby IntuitProConnect Tax21Updated July 14, 2022

Table of contents

Transmitting the return
Checking the status
Printing the confirmation letter

Transmitting the return

Follow these steps to e-file a client's return:

  1. Open the return.
  2. Go to the Profile tab.
  3. Under the ​Select for E-file column, mark the checkboxes for any applicable agencies.

select-for-efile-pto.jpeg

  1. Complete data entry for the return.
  2. Go to the Check Return tab.
  3. Clear all critical diagnostics, if present.
  4. Go to the File Return tab.
  5. Once the critical diagnostics have been cleared, click the E-file button.

Additional information

  • If the E-File button is grayed out, a critical diagnostic exists that prevents the return from being e-filed.
  • If a return can't be filed electronically, you won't be able to select electronic filing on the Profile screen.
  • The IRS has a designated 48-hour turnaround time for acknowledging e-file returns.
  • The state has a designated 5-day turnaround time for acknowledging e-file returns.

Checking the status

Follow these steps to check the status of an e-filed return:

  1. Go to the E-File Dashboard.
    • This will list all of the e-filed returns with sortable columns
  2. To view the entire status history of an e-file, or to see a reject explanation, click on the link in the Status column for any return.

efile-dashboard-pto.jpeg

 

You can also view the status from within the return.

Follow these steps to view the status from within the return:

  1. Open the tax return.
  2. Click on the File Return tab.
  3. Look under the E-file Status column to see the status of the return.
  4. Click any link under the E-file Status column see the e-file history for that return.
    • This shows detailed information about transmissions, rejections, and accepted return.

e-file-return-proconnect-tax.png

Additional information

  • Acknowledgements and e-file status can't be updated manually. Refreshing the page, or signing out and then signing back in, will change the status, if available.

Printing the confirmation letter

Follow these steps to print the confirmation letter from within the return:

  1. Go to the Profile tab.
  2. Click the Return actions button at the top right corner of the screen.
  3. Click E-File Confirmation Letter.

pto-efile-confirmation-letter.png

Follow these steps to print the confirmation letter from outside the return:

  1. Click Tax Returns in the left navigation bar.
  2. Under the Actions column for the return, click the dropdown arrow next to View return.
  3. Click E-file confirmation letter.

pto-view-return-efile-confirmation-letter.png

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