Holding/Releasing E-files

The Hold Marked E-files feature prevents the marked e-file(s) in E-file Manager from being transmitted. When you are ready to electrically file those files use the Release Marked E-files feature to release the hold on the marked e-files.

The Status column on the E-file Returns tab displays Held when using the Hold Marked E-files feature. When you release the electronic file the Status column on the E-file Returns tab displays Created.

To manually Hold or Release e-files:

In the E-file Manager, mark each E-file Return to be held or released.

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.