How to remove a tax return from the transmission queue

How to remove a tax return from the transmission queue

SUMMARY

This article demonstrates how to remove a tax return from queue that will be sent to the Central Site on the next transmission.

MORE INFORMATION

To remove a tax return from the transmission queue, follow these steps:
  1. Log into the program as a user with Administrator rights.
  2. On the Work in Progress Summary (WIP), click Status Summary List.
  3. Double-click Queued for Transfer/Transmit. The Lookup will open showing a list of returns that are selected for the next transmission.


  4. Double-click the return to be removed from the transmission queue. The tax return will open.
  5. If the return is locked, from the top menu select Return->Lock/Unlock.
  6. On the top bar, click Transmit.
  7. Uncheck the Transmit Federal check box and as well as any states check boxes.
  8. Click Send.
  9. On the Nothing Selected for Transmit dialog appears, click Yes to remove the return from queue.
    1. If the Tax Return Locked dialog appears, click Yes.
The tax return will no longer be selected for transmission.