EF10166 - Send Clients
EF10166 - Send Clients Description:
How to send clients in the E-file Center.
Links:
 E-file Overview

  1. Once you have created the e-file, open the EF Center by clicking on the EF Ctr button (figure 1).


    2. (figure 1)

  2. The login screen will then open, enter your User Name and Password and click Log In (figure 2).


    3. (figure 2)

  3. Once the User Name and Password are entered correctly, the Overview screen will appear (figure 3).


    4. (figure 3)

  4. Click on the In Send Clients link under the Pending section or click the Send Clients tab at the top (figure 4).


    5. (figure 4)

  5. Mark the box next to the client(s) that you want to e-file and click Send (figure 5).


    6. (figure 5)

  6. The client(s) should now show under the At Filing Center link (figure 6). TaxWorks will send the e-file(s) to the IRS at the designated drain times.


    7. (figure 6)

  7. After draining to the IRS, the e-file(s) appear under the At IRS and/or At State(s) links (figure 7).


    8. (figure 7)

  8. You should receive an Acknowledegment back from the IRS and state between 3 and 5 days.