Ray in Ohio Posted January 17, 2012 Report Share Posted January 17, 2012 Is there any way to print out a list, or see a list, of tax returns that were not e-filed? We have the pleasure of being inspected by the IRS auditor for preparer procedures etc. and she wants to see a all the returns that were not filed electronically. I have tried to find something in ATX that will let me see which returns were not e-filed. This would only apply to personal tax returns (ie: 1040-1040A-1040EZ). If anyone knows of anyway to do this, I would greatly appreciate the assistance. Thanks Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted January 17, 2012 Report Share Posted January 17, 2012 Where in Ohio do you live? Quote Link to comment Share on other sites More sharing options...
elfling Posted January 18, 2012 Report Share Posted January 18, 2012 Haven't tried it, but could you possibly locate the forms 8948 using the Advanced Find? These kinds of situations are the very reason we still keep our "old-fashioned" client database in a separate comp file. Quote Link to comment Share on other sites More sharing options...
jklcpa Posted January 19, 2012 Report Share Posted January 19, 2012 This won't help for your IRS inspection, but for this year and going forward, it would be easy to track e-filed returns by customizing the Return Manager by adding a column and simply placing and X, or indicating the tax agencies the return was filed with (Fed, state 1, state 2...). Or if most returns are e-filed, track only those that are paper filings. Quote Link to comment Share on other sites More sharing options...
taxtrio Posted January 19, 2012 Report Share Posted January 19, 2012 I set-up a column in return manager for "comments", I use that column to make a simple note... "mailed", or "hold", or "family", or whatever note I need to remind myself.... But it would be nice to be able to do an advanced search for a variety of things.... such as "Which clients have estimates?", "Which Clients have a Sch C.?" etc. Other tax programs have these, when will we have such features in ATX? Taxtrio Quote Link to comment Share on other sites More sharing options...
michaelmars Posted January 19, 2012 Report Share Posted January 19, 2012 some of that is there, from manager go to tax wearhouse and you can see which returns have c, d etc Quote Link to comment Share on other sites More sharing options...
jasdlm Posted January 20, 2012 Report Share Posted January 20, 2012 I may be thinking about this too simply, but couldn't you just print out the list of the efiled clients (from efile manager), print out the list of returns from return manager, and have your assistants do a quick comparison? Quote Link to comment Share on other sites More sharing options...
taxtrio Posted January 20, 2012 Report Share Posted January 20, 2012 I am "my assistant"!! So I waste time comparing lists that I could be using to prepare returns. Taxtrio.... Quote Link to comment Share on other sites More sharing options...
Recommended Posts
Join the conversation
You can post now and register later. If you have an account, sign in now to post with your account.