Electronic Filing Workflow

Security group profile ^{(Dashboard > Application Links > Security > Security groups > Security group profile)} Grant Tax Preparation and Electronic Filing functional rights	Designate return ^{(General > Electronic Filing worksheet)*} Designate return for electronic filing (overriding default options, if needed)	Display diagnostics report ^{(Tax return Review ribbon tab > Diagnostics)} Display Diagnostics report, resolve errors, and calculate	File with paper signatures ^{(Tax return Import/Export ribbon tab > EFS)} Upload to EFS and hold or Upload to EFS and release	Review notifications Review desktop notifications for upload status

Firm options Setup eSign account ^{(Dashboard > Application Links > Firm > Settings and defaults > eSign)}	PDF attachments ^{(General > Electronic Filing worksheet)} About PDF Attachments in Electronically Filed Returns	Review filing instructions ^{(Tax return Application menu > Print > Print Return Sections > Correspondence > Filing instructions)} Preview filing instructions for accuracy	File with electronic signatures (1040 Individual only) ^{(Tax return Import/Export ribbon tab > EFS)} Upload to EFS and hold	Review Upload Report ^{(Tax return Utilities ribbon tab > Upload Report)} Review Electronic Filing Upload Report for returns uploaded in the last 72 hours

Staff profile ^{(Dashboard > Application Links > Staff > Staff Manager)} Set signer information and identification		Review return group status ^{(Tax return Forms List > Return Group tab)} Review return group status for consolidated returns	Obtain taxpayer signatures Obtain paper or digital authorization form signatures	Review in Return Manager Review e-file Status columns in Return Manager grid for upload and release statuses

Return configuration set ^{(Dashboard > Application Links > Tax > Configure > Return configuration sets)} Set signature block (signer location and identification) Set ELF options (general and by return type)				Review in Electronic Filing Status (EFS) system Review EFS e-filing Status tab for upload and release statuses

Return print set ^{(Dashboard > Application Links > Tax > Configure > Return configuration sets)} Set electronic filing form's print properties and print order