KC Jenkins

[Terry D EA]

KC,

Do you know a way to run a report within the ATX program that would allow us to see the names of the returns we have created and transmitted within ATX. I have looked at most of the reports. The e-filing reports only appear to reflect the returns e-filed and I see we can create a report of client's from the return manager. I have been printing both reports any comparing them to make sure that I have not overlooked transmitting any returns. Is there an easier way?

Thanks,

Terry D.

[GeneInAlabama]

Terry, you can click on the "status" heading on the efile menu and it will sort by status. You can then click on report at the top to print out the list. Would this help you?

[kcjenkins]

Well, the efile report will give you all the ones transmitted, and if you compare that to the ones in the return manager, that should identify them. I do not mark the 'completed' box until I have an ACK, so if I look at all the incomplete returns in my return manager, I know they have not yet been acked. Then I look at the 'transmitted' to see if anyone is in the incomplete but not transmitted that I think should be an efile.