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    delete efile status

    jrnamie
    Level 1

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

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    3 Comments 3
    IRonMaN
    Level 15

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


    Slava Ukraini!
    Just-Lisa-Now-
    Level 15
    Level 15

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

     


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    sewcpa
    Level 5

    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