shrijnana
Level 1
10-09-2020
07:58 AM
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This is my first time using Protax connect and am trying to file a 990 EZ. The return is done, my efile and PTIN numbers are entered, but I am stuck on how to actually successfully efile.
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itonewbie
Level 15
10-09-2020
10:00 AM
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- On the Profile tab, make sure you check the box for SELECT FOR E-FILE;
- On the Check Return tab, ensure all the Critical Diagnostics are cleared;
- On the File Return tab, check the box SELECT TAX RETURN(S) TO E-FILE and click on the E-file button. If these options are greyed out, that's because you haven't yet cleared all the critical diagnostics and you will see a red exclamation mark under the DIAGNOSTIC column.
This is the same routine for all types of return.
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