Crank Posted January 30, 2014 Report Posted January 30, 2014 I cant figure out how to mark the State return as being efiled. There is no refund or tax owed. It continues to show up on the client instructions as being mailed. I know I am probably missing something obvious. Any help is appreciated. Thanks Quote
kcjenkins Posted January 30, 2014 Report Posted January 30, 2014 Some states do not allow efile of a zero return, so check your state rules to see if that's the reason. Quote
jklcpa Posted January 30, 2014 Report Posted January 30, 2014 I cant figure out how to mark the State return as being efiled. There is no refund or tax owed. It continues to show up on the client instructions as being mailed. I know I am probably missing something obvious. Any help is appreciated. Thanks Are you asking about how to change the wording of the client letter? Quote
Crank Posted January 30, 2014 Author Report Posted January 30, 2014 I think its an issue with this particular return. The other returns I have done that are not ready for efile are fine, even zero due returns. But this return has all the state efile documents included and completed however, the client letter states that the return must be mailed. Ive gone over every form multiple times and dont see anything incorrect or missing. I think I have to call tech support on this one. Thank you for the replies. Quote
Jack from Ohio Posted January 30, 2014 Report Posted January 30, 2014 Delete the letter, close the return, open the return, add the letter back. Quote
Crank Posted January 30, 2014 Author Report Posted January 30, 2014 Well after nearly two hours with tech support all i got was that it's an issue that has occurred a "few times" and they elevated the issue and took a copy of the file. Jack, I tried deleting the letter, closing/opening the return and re-adding the client letter it but no luck. Thanks. Quote
MAMalody Posted January 30, 2014 Report Posted January 30, 2014 It doesn't happen to be a NR/PY return does it? Quote
Izzet Posted February 4, 2014 Report Posted February 4, 2014 Poking a zombie post here. With this one return, have you attempted to create the state e-file yet? I did not see if you had done so or not - it was not written out - but the ATX program uses the Client Letter selections by one thing: e-file instances. If no e-file has been created, the client letter, by default, states to mail it in. If you create the e-file, the letter states that the return will be e-filed upon the return of signature forms. If return is accepted, client letter states that as well. Quote
Crank Posted February 7, 2014 Author Report Posted February 7, 2014 Yes the efile was created and it didnt change the client letter from stating to mail it. I found the deleting ALL client letters, closing and reopening the return and then adding back ALL client letters then editing the state letter to change the option from "let ATX decide" to "the return will be efiled" worked. But only if done in this order. ATX still has not responded on the issue. Quote
Kea Posted February 8, 2014 Report Posted February 8, 2014 @Crank I've only seen this once or twice. I just changed the option from "Let ATX decide" to "return will be e-filed" worked. Perhaps I've just been lucky. Thanks - I'll keep this in mind if my simple solution doesn't work on a future return. Quote
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