EF10157 - How to Create a 1040 E-File
Description:
How to create a 1040 e-file in TaxWorks and send it to the IRS.
Links:
 Send Clients

Setting up a return so that it can be e-filed requires a few simple steps.

  1. After you have completed the return and are ready to E-File it go to the General Information input screen, check the box to File federal return electronically and enter the PIN information and signature date in the Practitioner PIN program section (figure 1).


    2. (figure 1)

  2. If you have states that need to be E-Filed, click on the File State Return(s) Electronically button (figure 2).


    3. (figure 2)

  3. Check the box under the EF column next to the state you would like to E-File. Under State EF File Type, select the manner in which the return will be sent to the IRS. If you select Piggyback, the State return will be sent along with the Federal return. If you select State Only, the State return is sent along with the Federal to the IRS and is then sent to the State. If the State requires a Direct e-file, you cannot choose any other method and the e-file will be sent directly to the State (figure 3).


    4. (figure 3)

  4. If you would like to input direct deposit or electronic funds withdrawal information, click the Direct Deposit and Electronic Funds Withdrawal button on the General Information screen (figure 4).


    5. (figure 4)

  5. You can either click the Update from Last Year button or enter the account information for the Federal/State and select whether it's DD or EFW. If using multiple accounts you may enter the Amount or Percent to be deposited or withdrawn, as well as the withdrawal date if doing EFW (figure 5).


    6. (figure 5)

  6. Review the return and resolve any red EF Audits in the Audit Statement screen (figure 6).


    7. (figure 6)

  7. Click the Create E-File(s) button in Review mode (figure 7).


    8. (figure 7)

  8. Tag any of the Federal/State returns you want to create an E-File for (figure 8).


    9. (figure 8)

  9. You will then receive a message stating wheather the E-Files were created (figure 9).


    10. (figure 9)

  10. Now click on the EF Ctr button from within TaxWorks (figure 10).


    11. (figure 10)

  11. You will then be taken to the EF Center login screen. Enter your User Name and Password and click Log In (figure 11).


    12. (figure 11)

  12. Once you have signed in, you will see the Overview screen. Click on In Send Clients to view the returns that are currently waiting to be submitted (figure 12).


    13. (figure 12)

  13. Tag the clients you would like to submit and click Send (figure 13).


    14. (figure 13)

  14. The Transmission Totals window will open showing how many Federal, State, and Bank items are being sent with this transmission (figure 14).


    15. (figure 14)

  15. A Transmission Report will then open up in a new tab or in a new window showing which returns were sent, along with some basic information for those returns (figure 15).


    16. (figure 15)

  16. Once you close the Transmission Report you will see that the returns you sent will no longer be on the Send Clients screen. Click the Overview button at the top to return to the Overview screen (figure 16).


    17. (figure 16)

  17. Once back on the Overview screen you will see that there will be returns At Filing Center. To view or delete any returns that you just sent click on the At Filing Center link (figure 17).


    18. (figure 17)

  18. You will then be taken to the At Filing Center window where you will be able to see the returns that you just sent that are ready to be drained at the next IRS Drain Time (figure 18). If you decide you do not want to send one, you may check the box to the left of it and click Delete.


    19. (figure 18)