kgudgel
Level 4

How do I find out which specific forms have been transmitted when a return has been e-filed?

The most relevant answer when I search the community is:
https://accountants-community.intuit.com/articles/1862406-documents-that-transmit-with-an-e-file

However, that list is not complete.  For instance, I'm sure a 1040 actually gets transmitted, but isn't in their list.  

And the instructions at the bottom of the page regarding how to find the transmission information is for Lacerte - but I use ProSeries.

Using the summer to dive deeper into some things.  Arizona changed mid-season whether they wanted the Schedule A attached or not (to the state filing).  I know that another software package did not automatically include the Federal Schedule A so it had to be attached.  I also know that when it was missing some clients got letters.  So, how do I verify that the Federal Schedule A was attached to the AZ returns? 

That is just one example of why I want to be able to look at the list of transmitted forms/worksheets/statements myself.


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