E-Filing and Form Status information for tax year 2022

IntuitCharlene · ‎01-23-2023

As of January 23rd 2023 e-filing is now open for the tax year 2022 e-file season!

The following are common topics for this time of year:

Making sure you're ready to e-file

If you plan on offering Pay-by-Refund options for the year see How to enroll in Pay-by-Refund for tax year 2022
For PTIN enrollment and renewal information see PTIN requirements for tax preparers
If you have a new EFIN or have moved or changed your business name see Register your EFIN with Intuit
If you would like to enroll in Protection Plus for the year see Tax Protection Plus and ID Theft Restoration.

Collecting Data from your taxpayers

For information on using Intuit Link, including inviting new clients, see General questions about Intuit Link
If your firm uses Organizers to collect data see Using organizers in ProSeries Professional

How to tell what tax forms are ready:

As you know, there are two different filing types; paper and e-file. Therefore, there are two different processes and availability dates. The following resources are updated daily during the e-file season:

How to tell if the IRS is processing returns, see E-file start and stop dates for federal returns.
To tell if ProSeries has passed the yearly agency e-file approval yet for a Federal or State product see the Ready for E-File column on the Tax Form Finder
To determine if ProSeries has passed the yearly agency print approval yet for a Federal or State product see the Ready for print column on the Tax Form Finder
- Some states request that Professional Tax Software does not let you print a state until the final print approvals are received. For more information see State requirements for printing draft forms from professional tax software.

For information on how to e-file in ProSeries see:

How to e-file a tax return in ProSeries
Once a return has been e-filed see Checking the acknowledgment status of an e-filed return to check the status.
If your not receiving your e-file acknowledgements in a timely fashion you can check here to see if we have any reported processing delays.

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IntuitCharlene · ‎01-23-2023

For more ProSeries News & Updates, click here.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution" and then just changing the Accept as solution to Mark as Best Answer, mine gets cutoff, so it is too long. I changed mine to the following and it fits. -->**Say "Thanks" by clicking the thumb icon in a post
**Click "Mark as Best Answer " to mark the post that answers your question.

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