Welcome back! Ask questions, get answers, and join our large community of tax professionals.
  • Sign In
  • Elevate 2026 Pencil Banner
    cancel
    Showing results for 
    Search instead for 
    Did you mean: 

    electronic filing

    ren57cpa
    Level 2

    Anyone out there able to convert returns, then have the program not transmit them?

    Called the tech support on Saturday the 29th and after 4 plus hours of uninstall, reinstall refresh updates and the like, no luck.

    They were supposed to call back within 24 to 48 hours and It's Thursday the 3rd.  Clocks must be slow over there.

     

     

    0 Cheers

    This discussion has been locked. No new contributions can be made. You may start a new discussion here

    15 Comments 15
    Camp1040
    Level 11

    The generally accepted duct tape fix is to update your program, close your program, and then Re-Boot your computer.

    0 Cheers
    Just-Lisa-Now-
    Level 15
    Level 15

    Check to be sure youve checked the PTIN Verification box in TOOLS > Firm/Preparer Info 

    It should have mentioned it the diagnostics when you ran though review, but I know if the box isnt checked, you wont be able to convert files and you'll show no errors.

    ptinverify.png


    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers
    ren57cpa
    Level 2

    Thanks already did that

     

    0 Cheers
    ren57cpa
    Level 2

    did that twice

    0 Cheers
    TAXOH
    Level 11

    Are you trying from the EF homebase?

    ren57cpa
    Level 2

    So after four calls to tech support covering around 8 hours, the tech guy says to run the program as an administrator and you should be fine.  (Right Click on Icon and under compatibility click on run as administrator).  That's just wrong.  Guess they don't want to acknowledge the flaw in the software.  Been running Pro Series and it's predecessors since 1999, so this isn't a problem for any of the other years. Sheesh

     

    ren57cpa
    Level 2

    see my comment

     

    0 Cheers
    Just-Lisa-Now-
    Level 15
    Level 15
    Are you attempting to Efile from the EF Center or from within the client return is what TAXOH is asking.

    ♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
    0 Cheers
    ren57cpa
    Level 2

    Have done it both ways for years and never had a problem

    0 Cheers
    TAXOH
    Level 11

    Glad you got it resolved even if it wasn't the resolution you were hoping for.  At least you can get them to E-file now.

    0 Cheers
    IntuitAngela_13
    Employee
    Employee

    @ren57cpa If you only want to convert the returns, but not transmit, highlight the row for the client to be converted in the EF Center, select the EF Now toolbar button, then select the first option in the Electronic Filing Options dialog.

    EF_Convert.png

     

    0 Cheers
    Sljones1102
    Level 2

    I have been having the same issue since 01/29/22 and still have not have it resolved. I am going to try this and hopefully it works. The Tech support have not been helpful at all.

    Thanks!!

    0 Cheers
    Hillenburg
    Level 4

    Maybe I can learn something today.  Why would I convert but not transmit ? 

    ren57cpa
    Level 2

    Software was converting but not transmitting.

    I don't push the button unless I want to submit.

    Proseries has this issue and doesn't acknowledge.  The fix of running as administrator was hopefully a permanent fix not a patch.  I got about 600 returns to process this year 

     

     

    0 Cheers
    ren57cpa
    Level 2

    let me know if this worked for you.

    0 Cheers