How to resolve e-file payload errors in ProConnect Tax

When attempting to e-file, you may receive a message about a transmission error:

• Unable to successfully efile payload data to the Intuit servers. Problem occurred transmitting efile data.

Common causes

Trying to e-file a return that doesn't have the appropriate form generated in the return

If you tried to e-file a return that doesn't have the appropriate form generated in the return, do the following:

1. Go to the Check Return tab.
2. Make sure the form you are looking to e-file is generating.
3. Try filing again.

Often, a return will be marked for e-file on the Profile tab, but it isn't generated in the return. For example, Federal Form 114 or NY Individual Form 1127 is marked for e-file on the Profile tab, but it isn't generated in the return.

New York returns with a Manual Entry Form can also cause this error due to invalid dates. To solve this:

1. Go to Input Return ⮕ Manual Entry Form
2. Find any fields with a date.
3. Remove the date shown.
4. Then select the date field and choose the appropriate date from the calendar.
5. The date will change to the current date.
   • Make sure you don't delete and type in a date. This is a known issue in the input screen, however the actual form and e-file will be correct.
6. Resubmit the efiled return.

PDF attachment sizes are too large

Make sure the PDFs that are attached are less than 1.0 MB in size each. There's a total size limit of 20MB for PDF attachments in the return.

• The per-file size in ProConnect Tax is limited to 1MB and cannot exceed 18 MB since the the return itself can get it to 20MB. This applies on a per-PDF basis.
• All PDF file sizes increase by 1.4MB when being encoded.
  • For example, if a PDF is 1MB, its size will increase to 2.4MB. Provided all PDFs attached and encoded are under the 20MB total, you should be able to e-file.
• Reduce the size of PDFs created from scanned documents by scanning in black and white at 200 dots per inch (DPI).
• All other PDFs can be compressed by Adobe Pro or other third-party applications.

Work with your IT professional for assistance to remove and re-scan documents or adjust settings

• Tell the scanner to scan in black and white (even if the document is black and white tell the scanner to scan this way)
• Lower the resolution of the scanner to 300 DPI (dots per inch)
• Remove any unneeded pages. Examples are often:  Images, blank pages or unnecessary information.