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:

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 IRS.

 

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

Clears all the filters and displays all returns for the E-file Manager.

 

 

See Also:

E-file Manager