New EF Forms

ProSeries Professional

Electronic Filing

E-file Statuses: Two statuses are part of ProSeries 2008 that weren't part of the program prior to 2007. These statuses are Delayed and Received by Intuit

• Delayed: Alerts you that the return has been flagged by Intuit indicating that we have identified that the taxing authority has not sent an acknowledgement within the typical range of time in which they usually send one and we are tracking it.
• Received by Intuit: Let's you know that the Intuit Electronic Filing Center has received the return but that it has not yet been forwarded to the State/Federal authority.

The IRS and state taxing authorities have different regulations around electronic filing. If you electronically file a client's federal return and a state return, the acknowledgments that you receive for each return may be different. For example, a client's federal return may be "Accepted" though the state return is "Rejected." For a complete list of these status messages and a list of status messages for extensions, review the ProSeries Program Help.

Encountering Acknowledgement Issues

Particularly if you are filing returns electronically (and thus automatically receiving acknowledgements) from multiple stand-alone computers, you can resolve issues receiving acknowledgements from each of those computers using the Update Acknowledgement Status of Selected Returns

If you highlighted the specific client file(s) prior to selecting this program function, you can request ProSeries to update those selected return/extension acknowledgements with the first option of the following screen. Otherwise you can select to update all pending returns and extensions.

By using this option, ProSeries will search your database for all returns/extensions that show a pending status (i.e. Transmitted, Received by Intuit, Sent to taxing authority or Delayed), and download all of those acknowledgements. This is different from the standard "Receive Acknowledgement Statuses" function which simply looks on Intuit servers for all acknowledgements that have not yet been downloaded by any computer.

New Forms Supported for Electronic Filing in ProSeries 2008

ProSeries now allows four previously unsupported form sets to be E-Filed this year. These are:

• South Carolina Corporation and South Carolina S-Corporation - South Carolina works the same way as any other Business State that is supported for E-File. Mark the E-File box on the Federal Returns Information Worksheet and select the state.
• Florida Corporation - To mark the Florida Corporation for E-File, select the state on the Federal Return Information Worksheet as you do with any other Business State E-File.

• New York Partnership - For the New York Partnership there are two different components that are supported for E-Filing this year. You can E-File the IT-204 and/or the IT-204-LL.

  • Select the IT-204 for E-file by marking the state for E-File on the Partnership Information Worksheet.
  • Select the IT-204-LL for E-File by opening the Partnership Information Worksheet to Part V. Find the bold text stating: Electronic Filing of NY Form IT-204-LL. Check the Yes box as shown below.
  

  The IT-204-LL is known as the "Payment Form" in the EF Center HomeBase and the Options screen. You may not be able to transmit the Payment form if you have the program set up to only "Transmit Payment Forms when the Status is Set to 'Ready to EF.'" Check the 'Ready to EF' box in the program's Options menu by going to Tools, clicking on Options, and choosing the Electronic Filing heading on the left hand navigation bar.