E-file Tax Returns

Overview

In order to e-file our client's tax returns with the IRS and state(s).

Video Training

Tools Required

Proconnect

Procedure

1. Login to Proconnect
2. Open the client's return
3. Click on the File Return tab.
4. Clear all critical diagnostics, if present.
5. Once the Critical Diagnostics have been cleared, press the blue E-file button.

Additional Information

• If the E-File Now button is grayed out, a critical diagnostic exists that prevents the return from being e-filed. Please contact your manager for assistance.