Holding/Releasing State E-files

By default, ATX holds State e-files until the corresponding Federal e-file has been accepted for states that prefer prior Federal acceptance. With this preference enabled, held State e-files will automatically be Released (meaning, changed to a "created" status) upon Federal acceptance. The Held status of the state return is reverted to “created,” so that the user can select and transmit the state e-file. The software will not transmit the state e-file automatically. See Transmitting E-files and E-file Manager Preferences.

To manually Hold or Release State e-files upon creation:

Each time e-files are created, the E-file Creation Results Dialog Box is where the process is completed.

Assuming the e-file was created successfully:

Image: Held e-file notification = Held

Image: Released e-file notification = Released

Click the notification to toggle between Held and Released.

To manually Hold or Release State e-files in a batch:

In the E-file Manager, mark each E-file Return to be Held or Released.

Federal and State e-files are listed separately.

Do one of the following:
To Hold all marked e-files, click the E-file menu; then, select Hold Marked E-files.
To Release all marked e-files, click the E-file menu; then, select Release Marked E-files.