17 STEPS
1. One way to access the efile system is if you are in the Return Manager, Click Utilities
2. Click EF Status
3. Once the Electronic Filing Status System window appears, select the e-filing status tab
4. Click X to close the Electronic Filing Status System window
5. Another way to access the efile system is from inside of a tax return. Click the Review tab.
6. Click EF Status
7. Once the Electronic Filing Status System window appears, select the e-filing status tab
8. Click Tax Year to select the tax year you are searching for. You will only have access to the current and previous two tax years.
9. In the search area, Enter the client Return ID, Portion of Name, or SSN. Click Search
10. Your results will show in the bottom section of the screen. Click the Client ID to see the Return History.
11. The Highlighted area shows the Date, Return ID, Activity, and Submission ID.
12. Click Print to print the Return e-file history to a PDF file. This is typically requested by the taxing authorities
13. From the Print destination, Click Save as PDF. Click Print
14. Enter a filename and Click Save
14b. Click
15. Click Close
16. Click X to close the Electronic Filing Status System window
17. That's it. You're done.
