Canceling an e-file after it is sent

[Don in Upstate NY]

I have discovered a unique feature in TRX - at least I have never seen it in any other software. TRX lets you cancel an e-file that has already been sent to their filing center, as long as they have not already sent it along to the IRS. During the April 15 to October 15 season this can give you almost a full day to correct an "oops" without filing an amended return.

Tuesday I prepared a simple return for a client - W2 income and the usual itemized deductions. We reviewed it together, compared it to last year, she signed it off, and I sent it on its way. A little later while printing out my copy of her backup, I noticed that the employer had withheld NY Disability insurance, which is an allowable deduction on Schedule A. The difference on the bottom line refund was small - about $5.00. I toyed with the idea of simply giving her a $5.00 credit on next year's fee (or mayby $10.00), but then I recalled seeing the delete feature in the filing center menu. I tried it - it worked. I redid the return and refiled in plenty of time for the (once-a-day) Wednesday noon drain.

[GeneInAlabama]

Thanks Don. That is VERY good to know.