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Delete Pending E-files


📚 What This Guide Covers

This guide explains how to clear out pending e-files that have been created but not yet sent. This is often necessary if you need to make changes to a return after the e-file has already been generated.

📊 Step-by-Step Guide

Step 1: Open Utilities

On the main toolbar, click on Tools and then select Utilities/Setup Assistant.

Step 2: Clear Pending Files

  1. Within the Utility program, click on the File menu.
  2. Select Delete Pending e-files from the list.

Delete Pending e-files Menu Option

✅ Next Steps

Once the pending files are deleted, you can return to the tax return, make any necessary adjustments, run diagnostics, and recreate the e-file for transmission.

📞 Still Need Help?

If you are unable to clear a specific pending e-file, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



Tags: install