How to electronically file the federal and state tax returns
SUMMARYThis article provides instructions on how to send both the federal and state tax returns with a single transmission in the program.
The program sends the federal and state tax return to the Central Site.
- Add and complete Form 8879.
- From within a return, click the Transmit button.
Note: The program verifies the federal and state return for errors before transmission. Review any errors in the return. If there are no errors, the Transmission dialog appears.
- The program automatically selects the federal and state return for transmission if the electronic filing information is completed in each return. Click Send. The program takes you to the WIP.
- Click Transmit on the toolbar.
- On the Transmit to Central Site dialog, click Transmit.
How to backup returns in the program
SUMMARYThis article demonstrates how to backup returns in the program. The regular backup of returns is essential to avoid loss of information in the event of hardware failure. In the program returns can be backed up using the Backup Returns feature. ...
State response flag explanations
SUMMARYThis article explains what different state response flags represent. MORE INFORMATION x – State cannot be refiled: This code is used for piggyback states. If the federal return is accepted and the state return rejected the state cannot be ...
State corrections needed but Federal has been accepted so the return is locked.
Login as EFIN; open the affected tax return Click the override button at top right; on the same line as the return ID, taxpayer name and social security number. Make any necessary changes; that do not affect the accepted returns; if a change is ...
How to remove a tax return from the transmission queue
SUMMARYThis article demonstrates how to remove a tax return from queue that will be sent to the Central Site on the next transmission. MORE INFORMATIONTo remove a tax return from the transmission queue, follow these steps: Log into the program as a ...
How to hide locked tax returns created by other users in the program
SUMMARYBy enabling Return Owner Locking in the program, tax returns created by other users can be hidden in the tax return list. Users other than the creator will not see or be able to open the locked tax returns. Three access level permissions must ...
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