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Electronic Filing Status dialog

Use this dialog to view the status of electronic returns that you have created, transmitted, or selected to transmit for electronic filing. You can also print electronic filing status reports, access the IRS e-file website, access bank product information, and access the IRS Electronic Federal Tax Payment System (EFTPS) website using the buttons in this dialog. Select the + next to a client's name in the status list to view additional electronic filing information.
To open this dialog, choose Utilities then Electronic Filing Status, or select the Electronic Filing Status button on the toolbar.

Fields & buttons

Lists the electronic filing status of all clients whose electronic files you have created. Use the buttons in the dialog to customize the columns and rows in the status list.
You can filter the status list by each column in the primary row in the dialog. Select the Filter button in the desired column to choose an option from the drop-down menu. If a client you choose does not meet the specified filter for the column, the client will not be displayed in the status list. The following are the default options available in the drop-down menu.
  • All:
     View all entries for the column.
  • Custom:
     Open the Enter filter criteria for [column] dialog. In this dialog, specify an Operator and an Operand to define the custom criteria. For example, to define a custom filter in the Return column to display all clients except clients who have Arizona state returns, enter
    Does not contain
     in the
    Operator
     field and enter
    AZ
     in the
    Operand
     field.
  • Blanks:
     Display only returns for which the selected column is blank.
  • NonBlanks:
     Display only returns for which the selected column is not blank.
Example:
 Filter the status to limit the view to just accepted electronic files where Form 9325 has not yet been printed. In the Status column, select the Filter button and select
Return accepted by taxing agency
. In the 9325 column, select the Filter button, and select
Blanks
.
Use these checkboxes to restrict the status list to specific types of returns, such as
1040
 or
1120
.
Select the arrow for the
By Status
 drop-down list to select predefined filters to display which returns appear in the Electronic Filing Status dialog.
Select this button to clear all filters you have applied to columns in the status list.
Select this button to save all of the current selections in the Filter icons to the custom filter. To later select the custom filter, select
Custom
 from the
By Status
 drop-down list.

Other buttons

Select the Unlock all returns with master password button to open the Master Password dialog. Enter the master password to unlock all password-protected returns in the status list for the current session. The
TIN
 column will be blank for locked clients.
Select the Column Preferences button to open the Column Preferences dialog. In the Column Preferences dialog, set preferences for columns based on the information you view most frequently. Specify a column in the status list as
Primary
 to display the column on line 1, as
Secondary
 to display the column on line 2, or as
Hidden
 to remove the column from the display.
The Show hidden / non-hidden returns button is the Show hidden returns button by default and is enabled only if you have hidden returns in the status list.
  • Show hidden returns:
     Select this button to display all hidden returns in the status list.
  • Show non-hidden returns:
     Select this button to display all non-hidden returns in the status list.
This button is the Hide return button by default. If you hide returns and then show hidden returns, this button changes to the Restore return button.
  • Hide return:
     Select a client in the status list, and select the Hide return button to hide the client's return. This feature is provided for hiding returns that have been rejected and subsequently paper filed rather than electronically filed.
  • Restore return:
     Select the Show hidden returns button to display the list of hidden returns, select the returns you want to restore, and then select the Restore return button to restore the returns to the status list.
Select a client in the status list, and select the Bank product info button to access the Refund Advantage website to view the status of the 1040 client's Electronic Refund Disbursement Service.
Select a client in the status list, and select the Print button to open the E-File Status Print dialog to print Form 9325, an ELF history report, a basic information report, or a detailed information report. You can print these items on paper or store digital copies in a document management application such as Onvio Documents or FileCabinet CS.&
Select the Lock button next to a password-protected client in the status list to open the Client Password dialog. Enter the client password to unlock the password-protected client for the current session and to view the client's status details.& The
TIN
 column will be blank for locked clients.
Select the plus sign next to a client in the status list to expand the client's additional detail information. If additional electronic filing status details are available for a client, a Details button is available in the Status column and the Comment column. Select the Details button, if available, to open the Details dialog, which provides information (including the relevant reject codes / business rules) about all of the errors in the return.
Select the Paper Filed& button in the Status column for a client to change the current status of the electronic file to “Paper Filed” and to log a client status event of “Paper Filed” for the client.
Select the View button next to a client in the status list to open the electronic file. See View the electronic file XML.
Select this button to open the main electronic filing page on the IRS website.
Select this button to open the Electronic Payment Options home page on the IRS website to review electronic payment options offered by the IRS.
Select this button to open a topic that links to resources for troubleshooting error codes and reject codes / business rules and to a demonstration video of the features of the Electronic Filing Status dialog.
Mark this checkbox if you want to save your current settings when you close the dialog.
Select this button to select all clients in the status list.
Select this button to deselect all clients in the status list.

This article applies to:

  • Product: UltraTax CS
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