Preparing and printing electronic filing reports


This report...	Shows this information...
Accepted Extensions	All client extensions that have been accepted by the IRS. The report is sorted by each return’s electronic filing status date.
Accepted Returns	All client returns that have been accepted by the IRS or state taxing authorities. The report is sorted by each return’s electronic filing status date.
Acknowledgments	All client returns that have been acknowledged (accepted or rejected) by the IRS and state taxing authorities. The report is sorted first by each return’s electronic filing status date, then by electronic filing status.
Electronic Filing Client Details	Complete information about each client return marked for electronic filing. The report is sorted by client file name and state code (in ascending alphabetical order).
Electronic Filing Client Status History	A history of the client’s return processing status, as well as the date and time associated with the status messages.
Electronic Filing Return Status Summary	Each client return marked for electronic filing and its electronic filing status. The report is sorted first by the electronic filing status (in ascending alphabetical order), then by the status date.
Electronic Filing Extension Status Summary	Each client extension marked for electronic filing and its electronic filing status. The report is sorted first by the electronic filing status (in ascending alphabetical order), then by the status date.
Intuit Electronic Postmark Report	The date and time a return was first filed. A printed copy of this report is accepted by the IRS as proof of filing.
Rejected Extensions	All client extensions that have been rejected by the IRS, with rejection reasons and solutions. The report is sorted by each extension’s electronic filing status date.
Rejected Returns	All client returns that have been rejected by the IRS or state taxing authorities, with rejection reasons and solutions. The report is sorted by each return’s electronic filing status date.

Go to the toolbar and click the EF Center button.

In the HomeBase EF Center, select the client returns that you want to include in the report.

To select consecutive client files, click the first client file, then hold down the SHIFT key when you click the last client file.

To select non-consecutive client files, hold down the CTRL key while you click each client file.

If you don’t select any returns, the report automatically includes all returns available for your report criteria.

Go to the File menu and choose Electronic Filing.

From the Electronic Filing menu, choose Reports.

In the Electronic Filing Reports dialog box, select the type of report that you want in the Select Report area.


Tip:	Sorting and filtering. Each type of report uses unique sorting and filtering functions. When you select a report, you see the results of the sorting and the filters designed for that report.

Go to the Create Report For section, then select All Electronic Filing Records, Selected Electronic Filing Records, or Customized Electronic Filing Record Selection.

If you selected Customized Electronic Filing Record Selection in step 6, continue with step 8. Otherwise, go to step 10.

Go to the Sort By field and select the way that you want the information sorted, if applicable, then go to the Date Range Filter list and specify status dates, if applicable.

When applicable, select the return type filter and return status filter:

Return Type Filter — This allows you to run reports by all returns, just federal returns, just state returns, or specific state returns.

Return Status Filter — This allows you to run reports for all return status types or any single return status. For a list of return status types, see Program Help.

To view the report before you print it, click Preview.

When the report appears in the Preview window, you can zoom in, view additional pages, and print the report.

To enlarge the report, click in the Preview window or click Zoom In.

To view additional pages, click Next Page or Prev Page.

To print the report, click Print.

Click Close to return to the Electronic Filing Reports dialog box.

In the Electronic Filing Reports dialog box, click Print to print the report.