cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Click here to learn more about upcoming webinars for ProFile.
Created with Sketch. Watch the recording of our ProFile eSignature Feature Demo.
ProFile Help
Intuit

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:

User-added image

The EFILE Session window displays.

Transmitting batch file

1. Confirm the correct files are present:

User-added image

2. Select OK.

The returns transmits:

User-added image

The confirmation message displays:

User-added image

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. Select Print button on the confirmation message; the Print window displays:

User-added image

2. Select Print; a hardcopy of the EFILE session report prints to the default hardcopy printer.

Printing EFILE report

1. Select OK on the confirmation message; the “EFILE Report” window displays:

User-added image

2. Select the Print Session Log checkbox.

3. Select Print; a hardcopy of the EFILE report prints to the default hardcopy printer.

Creating PDF of EFILE session printout

1. Select Print button on the confirmation message; the Print window displays:

User-added image

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

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

User-added image

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. Select 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:

User-added image

1. Review the EFILE errors.

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

3. Retransmit the batch files.

Was this helpful?

You must sign in to vote, reply, or post