When you create a return in ProConnect Tax, the filing type defaults to e-file. That's because ProConnect is designed to decrease the amount of time and effort it takes to file a return, and e-filing is the most efficient path for end-to-end return preparation. If you need to paper file a return, follow the steps below to change the filing setting for your client.
To mark that you're paper filing:
- Go to the Profile tab of your client's return.
- Un-check the E-FILE box for any filing types you need to paper file.
Changing this setting will prevent any e-file diagnostics from generating and update your Client Letter to include mailing instructions.