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Posted

Is there any way to see e-filing status in the Return Manager or do we have to go to the E-file Manager? Last year I somehow marked a return complete before it was e-filed. Luckily, both returns had refunds and the client called to ask why they had'nt showed up before the October e-filing deadline. Unless I'm missing something, I need to print a report in the Return Manager, go to the E-file Manager and check the accepted returns with a pencil. Is there a better way in the computer age?

Posted

There is no way that I know of to check e-file status from the return manager. I always do exactly as you suggested. I print a client list and then cross-check it against the e-file manager. I would be interested to know if anyone else knows an easier way as well.

Posted

Yeah, me too. There is a big conversation about this on the official board. I don't see why this would not be an easy fix for ATX. My numbers didn't jive cause I had rolled somebody over twice. That sounds kinda violent, but you know what I mean.

Posted

Well, of course, you can generate a report as an excel spreadsheet from each tab, then combine the spreadsheets and you get two columns that let you quickly see if something is missing in either column.

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