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J
jrnamie
Level 2
June 3, 2020
Question

delete efile status

  • June 3, 2020
  • 3 replies
  • 18 views

Can't seem to change efile status to mailing manual option  tried most everything logical

This topic has been closed for replies.

3 replies

IRonMaN
IRonMaN
Level 15
June 3, 2020

Have you “unchecked” the e-file boxes in the client information section?

Slava Ukraini!
    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    June 3, 2020

    Uncheck the EF boxes on the Fed info worksheet, switch over to the state return (if applicable), then save and exit the file

     

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
      S
      sewcpa
      Level 6
      June 4, 2020

      Both of these great answers will get the client out of the EF homebase.

      I also like to go to the client status page. The last line after all of the checkboxes for type of status is a blank choice which I put "mail" or "mail reject". It automatically includes date. This way the individual homebased shows a status of mail. From time to time I look at that database and sort by the status column to see the few clients that did not efile

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