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Intuit

How to batch EFILE T1 returns using Classic Database

Note: please review this article for batch EFILE of returns using Client Explorer.

Building the TAX files

1. Select the “Build T1 EFILE Online Batch…” option from the “EFILE” drop-down menu in the top toolbar:

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The “Build EFILE On-Line Batch” window displays.

2. Identify and select with checkboxes the files that will undergo EFILE.

3. Click the “Build EFILE” button:

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The “EFILE Session” window displays and the EFILE session begins:

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A summary displays following successful transmission:

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Printing transmission results

ProFile users can print a hardcopy of the EFILE session printout (a snapshot of the transmission results window) and/or the EFILE report (a detailed report of the transmission).

ProFile user can also save the EFILE session printout as a PDF file.

Printing EFILE session printout

1. Click the “Print” button on the confirmation message; the “Print” window displays:

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2. Click the “Print” button; a hardcopy of the EFILE session report prints to the default hardcopy printer.

Printing EFILE report

1. Click the “OK” button on the confirmation message; the “EFILE Report” window dispUser-added imagelays:

2. Select the “Print Session Log” checkbox.

3. Click the “Print” button; a hardcopy of the EFILE report prints to the default hardcopy printer.

Creating PDF of EFILE session printout

1. Click the “Print” button on the confirmation message; the “Print” window displays:

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2. Select your PDF printing option (for example, “PDF Creator”) in the “Select Printer” section of the window.

3. Click the “Print” button; the “Save As” window displays:

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4. Select the folder or location in which the PDF will save.

5. Designate a file name in the “File name:” field.

6. Select the option PDF Files (*.pdf) in the “Save as type:” field

7. Click the “Save” button; a PDF copy of the EFILE session printout saves to the designated folder or location.

Managing rejected batch filings

A rejected filing displays an error message in red text:

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1. Review the EFILE errors.

2. Adjust the files in the batch or the EFILE settings as needed.

3. Retransmit the batch files.

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