E-Filing Online
🔍 E-Filing Online
E-Filing in the Online software is very similar to the process for the desktop software. This guide walks you through running Diagnostics and creating/sending your E-File.
⚠️ Before You Begin
Make sure your return is completed before you start the E-File process.
📊 Step-by-Step Guide
Step 1: Run Diagnostics on Your Completed Return
Use this when you want to check your return for any issues before creating an E-File.
While in the return, and only once the return has been completed, find the Diagnostics button and click it to check the return for any issues.
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Step 2: Review Any Diagnostic Errors
Use this when you see problems that need to be fixed before filing.
If there are any diagnostic errors present, they will be shown in red and will be clickable. Clicking these errors will take you to the issue in most cases.
Step 3: Create Your E-File
Use this when your Diagnostics window shows no errors.
If there are no errors, you may then click on the Create E-File button along the bottom of the Diagnostics window. After a short period of time, you will receive a notification in the top-left corner informing you that your E-File is Created.
Step 4: Send Your E-Files
Use this to submit your created e-files for sending.
Afterwards, click on the Send E-Files tab and you will find your created e-files listed here and ready for sending.
📞 Still Need Help?
If you are having trouble, contact our support team:
Phone: 1-800-516-9442
Tags: web,diagnostic
Support Center