Bob604
Level 1
02-04-2026
02:05 PM
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Hello, I've used Pro Series for several years, and this year is my first year e-filing returns. Where can I find step by step instructions on the steps to take to e-file a return? Thanks.
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Eddie903
Level 4
02-04-2026
02:49 PM
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If the file is ready, from within the efile, just hit the Efile now button and pop ups will guide you through the process. If your in the homebase, select the file, then Efile>Electronic Filing>Convert/Transmit Returns/Extensions/Payments... then pop ups will guide you throught the rest.
Level 15
02-04-2026
03:30 PM
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You can use the EF Now button in the EF Center of Homebase too!
Here's the official article on How to Efile in Proseries
How to e-file a tax return in ProSeries
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