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How to batch EFILE T1 returns using Client Explorer

Note: please review this article for batch EFILE of returns using Classic Database.

Select files for batch filing

1. Set up a Client Explorer database in ProFile (related article: How to enable the Client Explorer database).

2. Select individual files to batch file and click the “Build EFILE…” option:

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The EFILE Session window displays.

Transmitting batch file

1. Confirm the correct files are present:

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2. Press the “OK” button.

The returns transmits:

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The confirmation message displays:

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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 displays:

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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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