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e-file 1065 returns

Use the E-file Summary Report

The
E-file Summary Report
 shows key amounts from both the locator and XML e-file side by side for each jurisdiction that's qualified for e-file to enable review of any differences of the key amounts.
You can view the E-file Summary in 2 places:
  • E-file Viewer:
     Select the PDF folder to open the PDF in a separate window.
  • E-file Submission
    : If the amounts match between the locator and the e-file, the E-file Status will be Qualified.
    1. If any of the key amounts shown don't match between the locator and the e-file (for example, when the amounts in the locator have changed but a new e-file wasn't created), the e-file status on RS Browser shows as
      Qualified – Mismatch
       instead of Qualified.
    2. Select
      Qualified – Mismatch
       to show the E-file Summary Report. Differences are shown in red.
    3. To resolve any differences between the e-file and the tax return values, open the locator and re-create the e-file XML file.

This article applies to:

  • Product: ONESOURCE Income Tax
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: e-file, Reports
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