E-file Manager Menus

Transmit Marked E-files

Begins transmission of marked e-files to the Payroll e-file servers.

Receive Acknowledgements

Connects to Payroll to update acknowledgements information.

AccuWage

Launches the Employer W-2 Filing Instructions & Information web page, where you can log in or register for Business Services Online (BSO).

For detailed information, see the AccuWage Help Guide.

Hold Marked E-files

Prevents the marked (checked) e-file(s) in E-file Manager from being transmitted.

Release Marked E-files

Releases the hold on the marked (checked) e-files done through the Holding/Releasing E-files function.

Display Selected E-file Rejection Errors

Opens the E-file Rejection Errors pane at the bottom of the form, which displays rejection errors for a single return or multiple marked returns.

If a return is changed after the e-file was created, it must be re-created before transmitting.

Display Selected E-file Action Required

Displays the specific actions required by specific for an e-filed return, if any have been indicated by the relevant agency. Enabled when you have selected an e-filed return in E-file Manager or when you have an e-filed return open. The pane that is used to display e-file error messages is also used for displaying e-file actions.

Delete Selected E-files

Deletes the single e-file selected in the list, if it qualifies for deletion. Deleting an e-file does not delete the tax return.

Delete Marked E-files

Deletes all e-files that are marked, if they quality. Deleting e-files does not delete the tax returns.

Display Selected E-file Acknowledgement History

Displays the history for selected return. You can view details and print the history.

Display Marked E-file Acknowledgement Histories

Displays histories for marked returns.

Change Marked Payroll E-File status to

When working with AccuWage, the status does not flow to your application. Use the E-File Manger Status column to keep track of your AccuWage transmissions.

Once the electronic file is created, click the drop-down list from the E-File Manger Status column to select a status.

Open Related Return

Opens the return that is associated with the e-file.

Preferences

Security Manager

Opens the Security Manager, which allows an Admin user to set up multiple users in the system. Also allows you to specify the tasks that users may or may not perform in the system.

Mark All Displayed E-files

Selects the check box of all e-files shown on the current page, indicating that the checked e-files are ready for batch processing.

Unmark All E-files

Deselects all e-files shown on the current page.

Mark/Unmark Selected E-files

Selects or deselects the check box for the selected (highlighted) e-file.

Print Marked Client List