Resolving Return Conversion Failed errors during e-file

1. Close all ProSeries products.
2. In the Windows search box in the task bar, type Control Panel and press Enter.
3. Select Uninstall a program.
4. Double-click on the year of ProSeries.
   • A list of all installed federal and state products will show.
5. Select the federal or state product you want to remove and select Uninstall.
6. Open File Explorer and browse to the following location:
   • Browse to C:\ProWinYY\Updates for ProSeries Professional.
   • Browse to C:\BasWinYY\Updates for ProSeries Basic.
7. Press Ctrl + A to select everything in the Updates folder.
8. Press the Delete key to clear out the old updates.
9. Open ProSeries.
10. From the Updates menu, choose Select and Download New Products.
11. Check the federal or state forms you've removed and select Next.
12. Once the install is complete, open the return you need to e-file.
13. Press F9 to recalculate the federal return.
14. Open each state and press F9 to recalculate the state returns.
15. Save the return and try to e-file again.

1. Close all ProSeries products.
2. On the admin computer, open File Explorer and browse to the following location:
   • X:\ProNetYY\Updates
3. Delete the .inv for the form you're trying to remove.
   • For example, if you're removing the 1040, delete 1040.inv.
   • If you're removing the 1120S, delete 1120S.inv.
4. Delete the .rtp and .ver files for the forms you're removing.
   • For example, if you're removing the 1040, delete wfdipor.rtp and wfdipro.ver.
   • If you're removing the 1040NR, delete wfdnpro.rtp and wfdnpro.ver.
5. In the Windows search box in the taskbar, type Control Panel and press Enter.
6. Select Uninstall a program.
7. Double-click on the year of ProSeries.
   • A list of all installed federal and state products will show.
8. Select the federal or state product you want to remove and select Uninstall.
9. Open File Explorer and browse to the following location:
   • X:\ProNetYY\_AutoDL20YY_Core
10. Open the prodsel.lyt file in Notepad.
11. Remove the entry for the set of forms you just uninstalled, and then close and save the file.
12. Repeat steps 5 through 8 on each workstation on the network.
13. Open ProSeries on the admin workstation.
14. From the Updates menu, choose Select and Download New Products.
15. Check the federal or state forms you've removed and select Next.
16. Once the install is complete, open the return you need to e-file.
17. Press F9 to recalculate the federal return, and then open each state and press F9 to recalculate the state returns.
18. Save the return and try to e-file again.

When attempting to convert or transmit a client electronically, the conversion fails and the following appears:

"Return has been transferred from the previous year and has not yet been updated for the current year"

If the EF Status for the return in the EF Center says Transferred for EF, follow these steps:

1. Close the error and open the federal return.
2. From the E-File menu, select Return Ready to EF.
3. Save the return.
4. Return to the EF Center. 
   • The EF Status should now say Return Ready to EF.
5. Try to convert and transmit the return again.

If you're still unable to convert the return, recalculate all federal and state forms that are attached to the return:

1. Open the client to the Federal Information Worksheet.
2. Press the F9 key to force ProSeries to recalculate the return.
3. Press the F10 key to save the return.
4. Click the red ST button.
   • The Go to State window will appear.
5. In the Go to State window, select the state that's attached to the return.
6. Repeat steps 2 and 3 while on the state return and for any additional state, even if they're not being e-filed.
7. Exit the return.
8. Go to the EF Center.
9. Try to convert and transmit the return again.

If the error converting the return for e-filing is still present and the status on the EF Center shows Return Transferred for EF, backup and restore the client file:

1. On the Homebase, right-click on the client file and choose Copy/Backup.
2. Select a location to back up the return.
   • Choose the Desktop for easy access.
3. Click the Backup Clients button.
4. Minimize ProSeries and make sure the client file is on the desktop.
5. Return to ProSeries, right-click the client file, and select Delete.
6. Click Yes to delete the return.
7. From the File menu, select Client File Maintenance and choose Restore.
   • The file should already be listed, but if it's not, click the Browse button and locate the directory the file was backed up to in step 2.
8. Select the file and click Restore Clients.
9. Open the return and press F9 and F10 on the federal and each state return to recalculate and save the return.
10. Try to convert and transmit the return again.

When attempting to e-file a tax return from ProSeries, the following e-file conversion error appears in the Convert Electronic Filing Returns/Extensions/Payments log:

"User Canceled EF Conversion Request"

The tax return isn't converted or transmitted.

How do I resolve this error?

If a state or city return is attached to the federal return and wasn't properly removed, it could cause this error during the conversion process. Usually, in this situation, the state or city return is still visible in the Remove State screen.

To resolve this error, you need to confirm the state(s) attached to the federal tax return and remove any state/city module that won't be filed with the return.

Follow these steps to confirm the state(s) attached to the federal return:

1. From the File menu, select Go to State/City.
2. In the Go to State screen, confirm the states that are attached to the federal return.
3. Click Cancel to exit.
4. From the File menu, select Remove State/City.
5. Select the state form that shouldn't be filed electronically and click the Remove button.
6. E-file the return as normal.

If the above steps don't resolve the error, you may need to run a HomeBase Tune-Up. Refer to this article for instructions.

When converting or transmitting a return for e-filing in ProSeries, the following error generates:

"Not transmitted. ProSeries has detected a system change which invalidates the converted file contents. Please reconvert"

How do I resolve this error?

Follow these steps to resolve the conversion error:

1. Make that ProSeries has all of the latest updates.
2. Open return and eliminate all errors by completing Final Review:
   • ProSeries Professional: From the Information menu, select Final Review... (F5).
   • ProSeries Basic: From the left navigation menu,, select Federal Final Review button.  Once the Federal Final Review is error-free, proceed to State Final Review.
3. Open the federal return, press F9, and then press F10. Open the state return, press F9, and then press F10 (repeat for every state attached to this return).
4. Remove any state that is currently attached that shouldn't be.
   • For more information, refer to this article.
5. Remove the state returns, and then reattach them.
6. Delete the contents of the YYEFILE folder to eliminate any previously botched conversions.
   • YY refers to the year as 20YY. C: is the local drive. X: is the network drive.
   • ProSeries Professional network install: X:\ProSeries\ProNetYY
   • ProSeries Professional standalone Install: C:\ProWinYY
   • ProSeries Basic: C:\BasWinYY
7. Restart your system:
   • For standalone installs, close ProSeries and restart your computer.
   • For network installs, close ProSeries on all machines and restart the server.
     • If you're not familiar with this procedure, we recommend that you contact your local IT professional.
     • If the proper procedure isn't followed when restart the server, it can lead to network connectivity problems.

When you try to convert or transmit a return for electronic filing, the ProSeries Electronic Conversion log reports:

"This return Failed Final review."

Follow these steps to resolve this error:

1. Open the client return that failed Final Review.
2. If the Final Review doesn't automatically open, do the following:
   • In ProSeries Professional, press the F5 key to begin Final Review. You may also select the Information menu and choose Review.
   • In ProSeries Basic, select Federal Final Review (or State Final Review) from the left navigation menu.
3. In the Final Review Choices window, ensure that at minimum the Errors and Omissions, Electronic Filing, and List of Overrides is selected. 
   • We also recommend that you select Unsupported Calculations.
4. Click the Review button to start the Final Review.

5. Proceed through each screen of the Final Review using the Next button and correct all reported errors. 
   • Below each reported error, the field where the error occurs is displayed automatically.

6. Open the state return(s) and again run the Final Review using the instructions in step 2.
7. Save the client return.
8. Return to EF Center HomeBase View.
   • This is the EF Clients tab in ProSeries Basic.
9. Convert and transmit the client return.
   • For more information, refer to this article.

You can convert/reconvert returns for electronic filing at the same time you transmit them. You may also convert/reconvert them and transmit them in separate steps.

To convert returns for electronic filing in ProSeries Professional:

1. Open ProSeries.
2. Go to the EF Center HomeBase View.
3. Select the returns to convert for electronic filing.
4. From the E-File menu, select Electronic Filing and choose Convert/Transmit Returns/ Extensions/Payments...
5. Select Convert and Transmit selected returns/extensions/payments and click OK.
6. When an Electronic Filing log appears, review the information for accuracy.
7. Click Close.

To convert returns for electronic filing in ProSeries Basic:

1. Go to HomeBase.
2. Go to the EF Clients tab.
3. Select the returns to convert for electronic filing.
4. From the E-File menu, select Electronic Filing and choose Convert/Transmit Returns and Extensions.
5. If any informational windows appear, read the information and click OK.
6. If you see a Pay-Per-Return window, authorize payment for the indicated client files.
7. In the Electronic Filing Options window, select Convert and Transmit selected returns/extensions or Convert selected returns/extensions.
8. Click OK.
9. When an Electronic Filing log appears, review the information and click Close.

Additional information

If you received a message to reconvert a return as part of a failed e-file transmission, you should:

1. Make sure you have the most current version of the federal and state return by going to the Update menu and selecting Update Installed Products.
2. From the federal return, press F9 to recalculate the return.
3. Go to the state return and press F9 to recalculate the return.
4. Save the return by pressing F10.
5. Go to HomeBase.
6. Follow the steps above to convert returns for electronic filing.