Client File Disappears After E-Filing

Forum|Forum|5 years ago
February 17, 2021
8 replies
30 views

In ProSeries 20, Has anyone gone to e-file a client's tax returns and then the next day when you go to check the status of the tax return, the client has completely disappeared? This has happened to me twice now and I don't know what to do. Has this happened to anyone else? Is it a glitch in the ProSeries 20 program or if this is an internal problem?

Thank you for your help in advance. 🙂

ProSeries Professional

This topic has been closed for replies.

Just-Lisa-Now-

Intuit Community Champion

Look down at the very bottom of the Homebase list.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

S

smiller12Author

Level 3

unfortunately that didn't work. Any other suggestions?

Just-Lisa-Now-

Intuit Community Champion

and it didnt move over into the rejected or accepted tab?

Is it visible in All Returns view?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

J

jkapich

Level 3

Are there any filters on? At the bottom of the homebase view do you see a gray bar with a x close button on it and a filter option? In the example picture below I was filtering by client name.

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