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How to batch EFILE T1 returns using Client Explorer

by Intuit ProFile Tax Updated 1 year ago

Review this article for batch EFILE of returns using Classic Database.

Select files for batch filing

1. Set up a Client Explorer database in ProFile (Related article: How to enable the Client Explorer database).
2. Select individual files to batch file and click the Build EFILE… option.

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The EFILE Session window displays.

Transmitting batch files

1. Confirm that the correct files are present.

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2. Select OK. The returns transmit.

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The confirmation message displays.

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Print 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 user can also save the EFILE session printout as a PDF file.

Print the EFILE session printout

1. Select Print button on the confirmation message; the Print window displays.

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

Print the EFILE report

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

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2. Select the Print Session Log checkbox.
3. Select Print. A hard copy of the EFILE report prints to the default printer.

Creating a PDF of EFILE session printout

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

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2. Select your PDF printing option (for example, PDF Creator) in the Select Printer section of the window.
3. Select the Print button. The Save As window displays.

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

Manage rejected batch filings

A rejected filing displays 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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