E-File Tab



  • Above the thumbnail preview of the e-file page are the following options:
    • Move To allows you to move a page out of the E-File grouping.  Expanding this will allow you to move the current pages from E-File Authorizations into another group (Transmittals, Tax Returns, Vouchers, Invoices, Deleted)
    •  The “Revert” icon to the left of Zoom will take the page back to normal zoom and exit the Zoom controls.
    • Zoom button.  Selecting this will bring up a large zoom section that you can manipulate.  Left-clicking on an area will zoom in.  Right-clicking will zoom out.
  • All E-File Authorizations will appear in this tab.  You can see them all listed on the left.
  • If your firm has decided to use the E-Sign options, you will see Signature & Date boxes, highlighted in yellow, for each signer on each e-file authorization you select
    • You will also see Signature & Date boxes for any other signer of this e-file authorization
    • You are able to move or delete these boxes


Once you have completed reviewing the E-File group, click “Next” across the bottom or select the “Vouchers” tab across the top (both actions move you to the next step in the process)

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