Intuit HelpIntuit
Creating and printing e-file reports in ProSeries
by Intuit•1• Updated 1 month ago
ProSeries Professional and ProSeries Basic have built in e-file reports available to help manage your clients e-file data.
For more Print & PDF resources, check out our Troubleshooting page for Print & PDF where you'll find answers to the most commonly asked questions.
To generate reports:
- Open the EF Center in Professional or the EF Clients tab in Basic.
- If you want to run a report on a specific client, select that client.
- From the E-File menu, select Electronic Filing then Electronic Filing Reports.
- Under Select Report, pick the report you need.
- Uncheck Mask Report Data if you want the SSN's/EIN's to be show on the report.
- Under Create Report For you have three main choices:
- All Electronic Filing Records: this will include all clients in the EF Center.
- Selected Electronic Filing Records: this will include any clients you selected before opening the Electronic Filing Reports; if no clients were selected this will be grayed out.
- Customized Electronic Filing Record Selection (As specified below): will let you filter the clients to the type, status and date range you need.
- Select Print to open the preview.
- From the File menu, you can select Print, or Export Document to generate a PDF.
Sign in now for personalized help
Ask questions, get answers, and join our large community of Intuit Accountants users.
More like this
- How to print the e-file activity report in Lacerteby Intuit•19• Updated September 25, 2024
- Common questions on Form 9325 in ProSeriesby Intuit•3• Updated August 07, 2024
- Printing the Intuit Electronic Postmark Report in ProSeriesby Intuit•23• Updated 1 year ago
- Creating PDF files of tax returns in ProSeriesby Intuit•68• Updated September 25, 2024