ATX™ 2016

E-file Manager Filters

Filters allow you to select which e-files you want to view at a specific time. You can filter the E-file Manager view based on Return Type, creation status, transmission status, or completion status.

Return type filters appear dynamically, based on the data in your system. For example, the system shown below only contains returns that fit the Individual and Other categories:

Image: E-file Manager, Filters

E-file Manager filters

Use the following filters to manage the e-file returns that appear in the E-file Manager:

Filter	Description	Shortcut
Find check box and field	By selecting the Find check box, you can then search for an e-filed return by entering search criteria in the Find field. This is especially useful when you're searching for a return by last name.	Ctrl+F
Return Type (Individual, Corporate, etc.)	Select the check box(es) corresponding to the return type(s) you want to view in the E-file Manager.
Created	View e-files that have a Created status (but have yet to be Transmitted).
Held	View e-files that you've placed on hold.
Duplicated	Select this check box to view duplicated returns.
Transmitted	View e-files with a Transmitted status.
Rejected	View e-files with a Rejected status.
Conditional	View e-files that have been given a Conditional acknowledgement from the IRS. Conditional status is generally reserved for 940/941 PIN registration e-files.
Accepted	View e-filed returns that have been accepted by the EFC.
Complete	View e-files that are marked Complete.
Incomplete	View e-files that are incomplete.
Marked Returns	View e-files that have been marked (check box has been selected)
Clear Filters button	Removes all the filters and displays all returns for the E-file Manager.