Electronic Filing

Client Status: Why Are There Duplicate Acknowledgements?

If you are looking at a return's Client Status in Tax Processors Plus and see duplicate, repetitive acknowledgements for the same return, examine the Batch ID and Submission ID.

Can A Return Without an SSN or ITIN be Electronically Filed?

For an individual tax return to be electronically fileable, every individual on the return must have a Social Security Number (SSN) or an Individual Taxpayer Identification Number (ITIN) issued by the IRS.

Client Status: "Not Received" for IRS Code or State Code

In Client Status, the "IRS Code" or "State Code" of Not Received means that the return has been sent to the IRS or to the state and the acknowledgement hasn't been received yet.

Can I E-file the amended state return if the original return was mailed?

If the state allows amended returns to be electronically filed, then the amended state return can be e-filed regardless of how the original was sent.

Can the amended 1040-NR be e-filed?

Form 1040-X is used to amend Form 1040-NR.

When do I need to apply for a new EFIN?

The IRS considers an Electronic Filer Identification Number (EFIN) to be owned by a tax preparation firm, rather than any one individual.

How Many W-2s Can Be Electronically Filed With a Return?

The IRS supports e-file for returns that have up to 50 W-2s included.

Electronic Filing Deadline Perfection Period

When an electronically filed individual return is rejected, there is a 5 calendar day "perfection period" (aka look back period) to correct the return and resubmit it electronically for it to still be considered timely filed.

Receiving Acknowledgements

When you transmit returns, after the returns have finished being processed, any available acknowledgments from previous transmissions will be picked up automatically.

E-File Utilities Menu

Click the link for more information about each utility program.

State Return Status

Filing A State Only Return

To electronically file only the state return, the federal return must also be marked for electronic filing.

Electronic Filing (e-file) Prior Year Returns

During this time tax returns cannot be electronically filed for any tax year.

Test Transmissions

Testing is not a requirement if you will be electronically filing your tax returns through Tax Processors Plus Desktop.

Applying For An EFIN To Become An IRS e-File Provider

Before you can electronically file tax returns, you must apply for an EFIN to become an Authorized e-file provider with the IRS.

Setting Up The Tax Processors Plus Desktop Program For Multiple EFINs

If you will be transmitting tax returns using multiple EFINs in the Tax Processors Plus Desktop program, each EFIN must be entered in the ERO(s) Menu.

Error Message - The Transmitter's EFIN Does Not Match EFIN Associated With The Returns

In Tax Processors Plus Desktop, this error may be encountered after clicking the Transmit button and indicates that the EFIN assigned to one or more returns doesn't match the Transmitter's EFIN specified in the program configuration.

Preparer Electronic Filing Mandate

Members of firms must count returns in the aggregate.

State Individual Return e-File Mandates and Requirements

Most states have mandatory requirements for electronic filing of tax returns.

Common Form 1040 e-File Reject Codes

Here are some of the most common individual tax return rejects.