What forms are transmitted through e-file in ProSeries?

[kgudgel]

How do I find out which specific forms have been transmitted when a return has been e-filed?

The most relevant answer when I search the community is:
https://accountants-community.intuit.com/articles/1862406-documents-that-transmit-with-an-e-file

However, that list is not complete.  For instance, I'm sure a 1040 actually gets transmitted, but isn't in their list.  

And the instructions at the bottom of the page regarding how to find the transmission information is for Lacerte - but I use ProSeries.

Using the summer to dive deeper into some things.  Arizona changed mid-season whether they wanted the Schedule A attached or not (to the state filing).  I know that another software package did not automatically include the Federal Schedule A so it had to be attached.  I also know that when it was missing some clients got letters.  So, how do I verify that the Federal Schedule A was attached to the AZ returns? 

That is just one example of why I want to be able to look at the list of transmitted forms/worksheets/statements myself.

[Just-Lisa-Now- · Accepted solution]

Im not sure you'll get a complete answer from anyone, I know its been asked many times before.   

Logic would suggest that anything included in the "Filing Copy" when you print to mail in a paper return would be included with an Efiled return...but I'm honestly not sure.

[kgudgel]

Is it possible to get an answer from Intuit so that I can view what forms (notes, explanation statements) are transmitted?

As mentioned in my original posting - Last year we had issues that AZ changed mid-year whether they wanted an attached Schedule A or not. 

The previous year (I think it was then), IL changed whether they wanted the federal EIC attached or not.

I make notes via "Add/Edit Notes" or the little pencil (I think those are the preparer notes).  Are those transmitted?  (I like to make notes with related party payments of things like rent at the end of year as to which year both the income and expenses are being claimed, or if I am making adjustments to education expenses in order to claim education credits, that I am making X amount of scholarship taxable to the student).  In another thread, someone wrote that they use the notes to document Due Diligence responses verbatim from the clients (including colorful language).  None of this NEEDS to be transmitted to the IRS, so I would rather not over-disclose.

So, how do I find out what is or is not actually transmitted?

[kgudgel]

I just realized that this thread was somehow marked as "solved" but in my opinion has not.  As "Just-Lisa-Now" points out - not sure whether we will get a response from Intuit.

But the answer regarding just what is printed in the "Filing Copy" is not satisfactory as we can change what prints with the "Filing Copy".  So, how do I know what gets transmitted and what doesn't?

[tc64540]

Print a PDF of the filing copy and whatever you see there is what will be transmitted.

[tc64540]

The filing copy shows the forms that are being transmitted 

[kgudgel]

Thanks tc64540 for offering your advice.  Unfortunately, that doesn't quite work as I would have expected.  That is because I can control what forms are or are not included in the printed "Filing Copy".

OR does it mean that by changing what is included in the printed "Filing Copy" it will also change what is electronically submitted?

Here is an example:  If a taxpayer itemizes on their ARIZONA individual tax return, they are required to include a copy of their Federal Schedule A (even though they may not itemize on the Federal).  So, how do I verify that the Federal Schedule A is actually included in the e-file to Arizona.

That is just one example.  I know that another tax software requires the tax preparer to essentially attach a PDF of the federal Schedule A to the AZ e-file.  Is that what I need to do?

[clarksbs]

I really wish Intuit would answer this question. I just called and asked explaining that the "View/Print Return PDF" button was not an accurate representation of what is e-filed as it includes the client letters which are clearly not e-filed.

I was told "You'd have to ask the IRS what forms they accepted.". When I reformed my question again and asked how to see which forms were SENT to the IRS by Intuit, I was told, "There is no way of seeing that."

My problem stemmed from filing a return with a Section 99A Real Estate Safe Harbor election. The program explained that this election requires a specific statement to be attached to the return. The program then CREATED the statement. I can see said statement when I preview forms. Then the program gave me an error message that the statement was not attached... The intuit rep told me that I needed to download the generated statement, and then re upload it as an attachment. I did this, but still fear the the IRS will end up with duplicate copies of the statement.

It seems a bit crazy that a company such as Intuit cannot handle the simple request to show e-filers exactly what they are e-filing...

[kgudgel]

How do I unmark this as being "solved".

It obviously hasn't been "solved" as Intuit (or the community) have not indicated how I can view what documents / forms / attachments are actually transmitted to the IRS (or the states).