Turning off error checking for Electronic Filing in ProSeries

Before you start:

• There's no guarantee the return will be accepted when e-filed with the conversion error checking disabled.
• Disabling conversion error checking won't clear errors from the return. It merely ignores errors when e-filing.
• Disabling conversion error checking won't always successfully bypass the error, and in some scenarios the return will still fail to convert for an electronic filing.
• Disabling conversion error checking isn't recommended without direction from Technical Support.

There are times when you, as a tax preparer, may have made overrides within ProSeries to make necessary adjustments or corrections. ProSeries has an internal error check that may prevent such files from being e-filed. To e-file these returns, you must disable, or turn off, the Return Conversion Error Checking.

ProSeries Professional:

1. Go to the EF Center.
2. Select the client's federal, and state return if applicable.
3. From the E-File menu, select Electronic Filing and then Convert/Transmit Returns/Extensions/Payments.
4. On the Electronic Filing Options choose Convert and Transmit selected returns/extensions/payments.
5. Uncheck Enable conversion error checking then click OK.
   
6. ProSeries will try to convert and transmit the return.
7. If the error remains then the error is too critical to bypass and the return may need to be paper filed.
8. The Enable conversion error checking checkbox will re-check automatically for future returns.

ProSeries Basic:

1. Go to the EF Clients tab.
2. Select the client's federal, and state return if applicable.
3. From the E-File menu, select Electronic Filing and then Convert/Transmit Returns/Extensions/Payments.
4. On the Electronic Filing Options choose Convert and Transmit selected returns/extensions/payments.
5. Uncheck Enable conversion error checking then click OK.
   
6. ProSeries will try to convert and transmit the return.
7. If the error remains then the error is too critical to bypass and the return may need to be paper filed.
8. The Enable conversion error checking checkbox will re-check automatically for future returns.