ATX Client Letter & Eflie

[Crank]

Even though I have efile information populated (1040 EF info & PA 40 info forms) the client letter still states that the client is to mail the federal & state returns.  Am I missing something?  Anyone else have this issue?

[Lynn EA USTCP in Louisiana]

Did you click on the efile button? I have found the letter continues to state mail in instructions until the efile has actually been created. 

[Crank]

No i didnt.  I print out the return before efiling.  I noticed before the 15.9 update the Federal stated it would be efiled but the state said to mail.  Now after the update both say to mail.  I hope I dont have to create an efile to print the correct letter.

Thank you.  Yes that is what is needed.  Sheesh, kinda stupid if you ask me.

[Yardley CPA]

Not sure why that would be?  Do you have the 8879 as part of the return?  You may already know this, but you can customize the client letter by choosing the "Letter Options."  Once you do that you can pick "Client letter display as has been efiled" or Client letter to display as will be efiled"   Just a thought if the program does not do it automatically.

[Crank]

Yes I have the 8879s included.  I never customized the letter.  It was always fine as is. Ill have to look at it

 

Thanks

[Tax Prep by Deb]

Go to your preference and select client communication and I put a check mark on the box that says will be efiled when 8879 is signed and returned.  Otherwise you will have to change it on each client.

[Crank]

Deb,

Thank you!!!!

[grandmabee]

Thank you Deb !

I always learn some new trick on this forum.  I always did each letter.  But I only do letters for the mail out clients.  I go over the return with each client on pick up date.