Submitting Returns

Uploading

Follow the steps below to upload tax returns that were created by using the Recommended Print Settings for your tax software.

1. Click Send Tax Returns.
2. Click Upload.
3. Select the tax software.
4. Drag the client copy to the Click or drag file to this area to upload section or click Choose File to upload.
   • CCH only: Select up to 30 individual returns to upload at once.
5. View the Upload Progress bar, it turns green when the upload is complete. 
6. Verify or edit the Client ID.
7. Enter a Group Name for the return to assign it to a new or existing Group (optional). 
8. Toggle on the Draft option to deliver this return as a Draft (optional).
9. Click the Set Access setting to edit access permissions as needed. 
   • This will initially show Restricted or Everyone based on the Security Settings.
10. Select the No K1 Package checkbox to upload a 1065, 1120S, or 1041 return without K-1s. 
11. Click Submit.

Initial Processing

• If enabled in the user's My Settings menu, a notification is delivered to the uploader letting them know if the upload was successful or not. 
• The Send Tax Returns section is displayed once you click Submit. 
  
  • If the Status column shows UPLOADED, the assembly process is not yet complete.
  • The Status changes to READY after assembly is completed.
• Ensure that the Name, Client ID, and Type columns have information in them.
  • If they do not, the return may not be valid.
    • Reference the Error or Non-Supported Status help center article for further information.

Please note:

The ERO automatically populates based on the PTIN on the return, a matching ID in Client Management, or the user's My Settings default in that order. If none of these apply, an ERO must be selected during processing. 

1. Locate the return to be opened. 
   • Please Note: Amended returns only display if the Amended toggle is enabled in the Type drop-down.
2. Click the Process rocket ship icon in the Action menu to open the return OR
3. Double-click the line item. 

Follow this link to proceed to the next step in the process, the Client Info Tab (Tax Return Processing).

Client Info Tab Group Tab Transmittals Tax Returns E-File Additional E-Sign Documents Vouchers K-1's Invoices Attachments Delivery Options