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Electronic Filing Status window
Use this window to view a list of all the return and extension e-files you've created for your clients.
To open this window, select 
in the toolbar. You can also select
Electronic Filing Status
in the toolbar. You can also select Utilities
, then Electronic Filing Status
.note
- When you file a return electronically using a 3rd-party transmitter, the Electronic Filing Status option isn't available in the Utilities menu, and the Electronic Filing Status button isn't available. If you aren't using a 3rd-party transmitter, selectSetup,User Preferences, theMisctab, and mark theUse Thomson Reuters as the ELF transmittercheckbox. Make sure to mark this checkbox on all computers.
- TheUse Thomson Reuters as the ELF transmittedcheckbox is only available if your firm has purchased a 3rd-party transmitter license.
- Column preferences, filters, and focus by entity and state in this window are specific to each user. Client-specific information and displays, password protected clients, and a client's e-file status, are the same for each user.
Filters
Your filter selections are automatically saved and available the next time you open the Electronic Filing Status window.
Accepted
Displays clients with accepted e-files.
All e-file extensions
Displays clients with e-file extensions filed.
All returns and extensions
Displays all clients, not only those with e-files. This filter gives a complete view of all clients and their current e-file status.
E-files not accepted or extended
Displays clients with e-files that aren't accepted or extended.
Rejected
Displays clients with rejected e-files. Select 
to display the reason for the rejection. In some cases, the rejection text will link to a help topic that can further help you resolve the issue.
to display the reason for the rejection. In some cases, the rejection text will link to a help topic that can further help you resolve the issue.Other options
Export to Microsoft Excel
Select
Export to Microsoft Excel
to export the current focused or filtered data for the selected clients to Excel.Original due date
Select the original due date column to filter clients based on the original due date of the return. You'll need to print the return to view the original due date.
Print ELF history report
Select
Print ELF history report
to print the electronic filing events for the selected returns. note
The
Print ELF History Report
window displays the number of returns that will print. Check the following if this number is different than expected:
- Returns withNot createdin the E-file return status column have no electronic filing events, and won't print.
- You'll need to enter the password to print password-protected clients. Either enter the password for the individual client in the Action column, or enter the master password for all password-protected clients.
Print Form 9325
Select
Print Form 9325
to print a client's 9325 acknowledgement for accepted returns. This option is only available when using the Accepted filter for selected returns.note
The
Print Form 9325
window displays the number of returns that will print. Check the following if this number is different than expected:
- You'll need to enter the password to print password-protected clients. You can either enter the password for the individual client in the Action column, or enter the master password for all password-protected clients.
Search
You can search by client ID, client name, or preparer.
View e-file history
Select
View
in the All Events column to display the e-file history of a client.View password-protected clients
A key icon displays next to password-protected clients. Select
Enter client password
in the Actions column to enter the client password. To unlock all password-protected clients, select Enter master password
and enter the master password.View XML
Select
View XML
from the Actions column dropdown to view the client-generated e-file XML for e-file returns with the following statuses:
- Created not queued
- Queued not transmitted
- Transmitted
- Accepted
- Rejected