How to batch e-file returns in ProConnect Tax

A new feature in ProConnect Tax allows you to save time by eliminating the need to individually e-file each return. This becomes even more beneficial as the number of clients in the firm increases.

Adding a return to a batch

1. Select a tax return you want to add to the batch e-file and go to the File Return tab, then select +Add to batch e-file.
2. Repeat this process for all the returns you want to add to the batch e-file.
3. Once you successfully add a return to a batch, the return will be locked and protected from further modifications.
   • The return can only be unlocked by removing it from batch.
   • Manual unlock will not be available for those returns.

Important notes:

• All agencies must be selected. Partial selection is not allowed while adding a return to a batch.
• You'll need to resolve all critical/fatal diagnostics before adding a return to a batch.

709 Gift returns and restricted returns are unavailable for batch e-filing.

E-filing a batch

1. Select the Batch actions dropdown menu on the top right.
2. Select Batch return e-filing
3. You'll see a list of all the returns previously added to the batch e-file. Select the ones you're ready to e-file, then select E-file now.
   • Note: Only Master Admin and Users with eFile access permissions will be able to eFile returns. See here to learn more about user permissions.
4. After submitting, you can track its progress by selecting Batch e-filing history under the Batch actions dropdown