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E-file - Additional/Old Reports

Desktop · Written guide Content date 1 min read

The Additional/Old Reports Menu contains an archive of previously received reports for the tax year. To access old reports, from the Main Menu of the program select:

  • E-File
  • Print Reports
  • Additional/Old Reports

Old Transmission Confirmation - Contains all previously received transmission confirmation reports.

Old IRS Acknowledgements - Contains all previously received IRS acknowledgements.

Old State Acknowledgements - Contains all previously received State acknowledgements.

Old Invalid Returns - Contains all previously received Invalid Return acknowledgements. Invalid returns are not sent to the IRS until the associated validation error has been corrected and the return is re-transmitted.

Old Bank Receipts - Contains all previously received accepted applications by the tax product bank you enrolled with.

Old Bank Disbursements - Contains all previously received reports showing refunds received and disbursed to the bank, ERO, and taxpayer.

Old Bank Fee Deposits - Contains all previously received reports showing deposits of fees into the ERO's bank account.

Old Bank Funding - Contains all previously received reports showing client refunds that have been funded to the bank from the IRS

Old Bank Rejects - Contains all previously received reports indicating any bank reject codes on applications that were not able to be processed due to errors.

Additional Information:

Types of Reports

Returns / States / Extensions Not Accepted Reports

Client Retention Reports

Federal and State Acknowledgements