E-File Section

Can Amended Returns be Direct Deposit?

Yes, Amended returns can be set up for direct deposit in Tax Processors Plus Online.

Error - Customer ID for EFIN Does Not Match Our Records

The Customer ID for EFIN xxxxxx does not match our records.

E-file Block Due to Overriding the Tax Family Size on Form 8962

This situation must be filed on a paper return You are overriding the Family Size total for Form 8962, Premium Tax Credit.

Unable to Transmit due to Missing Signature

In Tax Processors Plus Online, on the Submission page in a tax return you may receive a message indicating that a signature is required before transmitting.

Can you e-file a state return if you didn't e-file the federal return?

E-File Process - Taxpayer Consent

In Tax Processors Plus Online, if a consent form has been created in the Configuration menu, the form will be one of the steps in a tax return's e-file process under the menu "Taxpayer Consent".

E-File Process - Custom Credits

Custom Credits will appear as part of the electronic filing process if a custom credit template has been added in Tax Processors Plus Online configuration.

E-File Process - Custom Questions

In Tax Processors Plus Online, Custom Questions are included in the electronic filing process if at least one question and answer have been completed in the Question Template in Configuration.

E-File Process - State ID License

In Tax Processors Plus Online, the State ID License information is not required by the IRS and is optional for most states.

Why don't I see the option to transmit a Return?

e-File Process - Bank Account Page

The bank account page in Tax Processors Plus Online will be displayed when either the federal return or a state return has an e-file type selected of direct deposit or direct debit.

E-File Process - Return Details Page

The Return Details page in Tax Processors Plus Online allows you to select the return type for the federal and state tax returns, change third party designee information, and mark a return as a self prepared return.

Unmarking a Return as Complete

In Tax Processors Plus Online, on the Submission page in a tax return the check box " Mark tax return as complete " must be checked to be able to transmit the return.

How Do I Mark an Invoice as Paid?

Entering a Direct Debit on an Amount Due Return

Marking a Return as Self-Prepared

In Tax Processors Plus Online, if you are keypunching a return for a client who prepared the return themselves for the purposes of e-filing, or you are preparing your own tax return, you will want to mark the return as a self-prepared return.

Why can't the fees be changed in a return?

E-File Process - Submission Page

When a preparer has completed a return in Tax Processors Plus Online, they will be navigated through the E-File process to ready the return for electronic filing.

Where to Modify the Preparer Fee on a Tax Return

In Tax Processors Plus Online, the fees you specify for each form in Fees Setup automatically pull into a tax return's invoice.

Form 8888 - Allocation of Refund Into Multiple Accounts

IRS Form 8888 allows the taxpayer's tax refund to be deposited into more than one bank account and/or split between a deposit and a paper check.

Direct Deposit Information

Continue through the steps as prompted on the E-File page.

Filing Only the State Return

In Tax Processors Plus Online, to electronically file only the state return you'll indicate that in the E-File section of the return.

Transmitting Returns

On the Submission page, you can review ERO information, client information, and tax preparation fees for accuracy.

Invoice total is not accurate

When working on a return in Tax Processors Plus Online, the invoice isn't totaled until you arrive at the E-file section.

Can I file a State Only return with a bank product?

Tax Processors Plus Online allows you to transmit only the state return with a bank product if the accepted federal return also utilized a bank product.