Review the E-file Status Report

The E-file Status Report displays the status on a return-by-return basis of the various stages of e-filed returns and returns that aren't yet ready to be e-filed.
Follow these steps to search for returns and jurisdictions on the E-file Status Report.
  1. Select
    Reports
    , then
    E-file Status Report
    to enter and select your search criteria and options.
  2. Make choices for either or both federal and states jurisdictions. Choices include:
    • Ignore Federal or Ignore State
      : This option lets you further refine your search criteria and limits the time and volume of data produced in the Status Report.
    • Requested
      : This option shows the jurisdictions that have been acknowledged but haven't yet been reviewed by the taxing authority.
    • Awaiting Acknowledgment
      : This option will show you which returns and jurisdiction have been successfully transmitted but have not yet been through the receiving process of the taxing authority.
    • Conditional Accepted
      : The return is accepted with conditions.
    • Accepted
      : Choose this option to list the returns and jurisdictions that have been successfully transmitted and accepted by the taxing authorities.
    • Rejected
      : Choose this option for a list of jurisdictions that have been submitted to the correct taxing authority and have been rejected by them. When returns show with this status, you'll need to correct the reason for the rejection and resubmit the tax form.
    • Fed rejected - state not processed
      : If the federal return and state return are submitted together, and the federal return is rejected, the state return won't be processed. The following 1040 states require that the federal return be filed with the state return: Alabama (residents only), Arizona, Arkansas, Kansas, Michigan (only if federal 8879 is used), Mississippi, Oklahoma.
    • Error - Not Submitted
      : This status will list returns that encountered errors during the transmission of submitted jurisdictions. Returns with this status will need to be resubmitted to the taxing authorities.
    • Ready to Send
      : Qualified jurisdictions not yet submitted will be shown on the report when this option is chosen.
    • Not Ready to Send
      : This option will show you which returns and jurisdictions still have e-file diagnostics in the return’s Organizer or other disqualifications that prevent them from being successfully e-filed.
    • All Statuses (excluding Ready to Send)
      : This option will show you all of the returns that have been submitted for e-file and all the current statuses for each jurisdiction within each submitted return.

E-file Status Report results

  • Error Not Submitted
    : This option is for both federal and state jurisdictions for both returns and extensions (All E-file Types). This option will list the submitted returns that, for any reason, cannot finish the submission process.
  • Accepted
    : Selecting the link on a listed jurisdiction abbreviation will display the Cumulative History Report for the selected jurisdiction.
  • Ready to Send
    : You can export this report to a PDF or Excel spreadsheet.
  • Not Ready to Send
    : States only for All Tax Types. 
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