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Batch EFILE T1 returns using Classic Database

SOLVEDby IntuitIntuit ProFile TaxUpdated 1 day ago

You can review this article for batch EFILE using Client Explorer.

Building the TAX files

1. Select Build T1 EFILE Online Batch... from the EFILE drop-down menu in the top toolbar. The Build EFILE On-Line Batch window displays.

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2. Identify and select with checkboxes the files that will undergo EFILE.
3. Click the Build EFILE button.

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The EFILE Session window displays and the EFILE session begins.

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A summary displays following a successful transmission.

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Printing transmission results

ProFile users can print a hardcopy of the EFILE session printout (a snapshot of the transmission results window) and/or the EFILE report (a detailed report of the transmission).

ProFile users can also save the EFILE session printout as a PDF file.

Printing EFILE session printout

1. Click the Print button on the confirmation message. The Print window displays.

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2. Click the Print button; a hardcopy of the EFILE session report prints to the default hardcopy printer.

Printing the EFILE report

1. Click the OK button on the confirmation message; the EFILE Report window displays.

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2. Select the Print Session Log checkbox.
3. Click the Print button. A hardcopy of the EFILE report prints to the default hardcopy printer.

Creating a PDF of the EFILE session printout

1. Click the Print button on the confirmation message. The Print window displays.

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2. Select your PDF printing option in the Select Printer section of the window.
3. Click the Print button. The Save As window displays.

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4. Select a folder or location to save the PDF to.
5. Designate a file name in the File name: field.
6. Select the option PDF Files (*.pdf) in the Save as type: field.
7. Click the Save button A PDF copy of the EFILE session printout saves to the designated folder or location.

Managing rejected batch filings

A rejected filing will display an error message in red text.

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1. Review the EFILE errors.
2. Adjust the files in the batch or the EFILE settings as needed.
3. Retransmit the batch files.

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