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Electronic filing

Check the e-file status of electronic forms

After you've processed electronic forms, you can check to see if your files have been accepted or rejected by the tax agency.
  1. Select
    Actions
    , then
    Process Electronic Forms
    .
  2. Select
    Manage Electronic Forms
    .
  3. Use the filters to show only the forms that you want in the Electronic Forms grid.
    note
    • The grid lists the forms that have been sent to our secure data centers. The information is sorted by client ID and name, period end date, jurisdiction, and then the form. The current status is listed in the Status column.
    • The
      File #
       column displays the file number associated with each 1099-MISC and 1099-NEC electronic file (blank for all others). After an electronic file has an
      Accepted
       status, the application will automatically create a new file and increment the
      File #
       column by 1 for subsequent 1099-MISC and 1099-NEC forms that are processed for the same client for the same jurisdiction and period end date.
  4. Select the ellipsis button next to a form's
    Status
     to show any detail and history regarding the status.
    note
    For rejected forms, you can view the complete rejection code and description, which lists the problems with the file so that you can fix the form and then resubmit it. For accepted forms, you can view the complete acknowledgement, which lists additional details of the acceptance and the postmarked date.
  5. To view the information that was contained in a file or files, mark the checkbox next to the forms then select
    Preview Selected
    .
  6. Choose the format with which to view the files for the selected forms.
    • Detail
      : If you select
      Preview Selected
       with the
      Detail
       option selected, the application displays the data that was contained in the file for the selected forms. This is the default option.
    • Condensed
      : If you select
      Preview Selected
       with the
      Condensed
       option selected, the application will create a printable report listing the client ID, the client name, the form, jurisdiction, period end date, payment effective date, status, status detail, and a forms count for all selected electronic forms.
  7. Mark the
    Separate report per client
     checkbox to create separate reports for each client when they are previewed or printed, so that they can be sent to client-specific FileCabinet CS drawers.
    note
    This option is available only when
    Detail
     is selected as the file format.
  8. If you need to reprocess a form that has already been transmitted to our secure data centers, select
    Remove Selected
     to remove that form from the Electronic Forms grid and make it available for reprocessing. The button will be available only when the selected form has a status of
    Sent to data center
    .
Internal use only
Example of the Electronic File Status report:
Print Preview dialog. The Report shows the following details first: Client ID, Client Name, Jurisdiction, Form, Period End Date, and Payment Effective Date. After those details is a Status table, which shows Time/Date for the following fields: Accepted, Transmitted to agency, Received by data center, and Sent to data centre.
Example of a rejected e-file:
Print Review dialog. Shows the same details as the image of the Electronic File Status report, but in the Status section shows a 'Rejected' section, which gives Time/Date and Detail of the rejection.
Example
of the Manage Electronic
 Forms dialog:
Manage Electronic Forms dialog. Starts with 4 filters that are use together with operators such as 'is greater than or equal to'. The grid has 7 columns: Client ID, Client Name, Form, Jurisdication, Period End Date, Payment Effective Date, and Status..

This article applies to:

  • Product: Accounting CS
  • State: All states
  • Subject: Payroll tax forms

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