EF10192 - 1065 E-File
Description:
How to create an efile for a 1065 return.

  1. After you have completed the return, click on the GI - General Info input screen on the Forms Pane to open the 1065 General Information screen (figure 1).


    2. (figure 1)

  2. Scroll down to the bottom of the GI input screen and check the File Federal Return Electonically box and enter in the pin information (figure 2).


    3. (figure 2)

  3. Click the Review button and fix any red EF audits that may appear (figure 3).


    4. (figure 3)

  4. Click the Create E-File(s) button to send the 1065 return to the E-File Center (figure 4).


    5. (figure 4)

  5. You will then receive a message stating whether the E-Files were created (figure 5).


    6. (figure 5)

  6. Now click on the EF Ctr button from within TaxWorks (figure 6).


    7. (figure 6)

  7. You will then be taken to the EF Center Login screen. Enter your User Name and Password and click Log In (figure 7).


    8. (figure 7)

  8. Once you have signed in, you will see the Overview screen. Select the 1065 system from the drop down box and click on In Send Clients to view the returns that are currently waiting to be submitted (figure 8).


    9. (figure 9)

  9. Tag the clients you would like to submit and click Send (figure 10).


    10. (figure 10)

  10. The Transmission Totals window will open showing how many Federal, State, and Bank items are being sent with this transmission (figure 11).


    11. (figure 11)

  11. 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 12).


    12. (figure 12)

  12. 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 13).


    13. (figure 13)

  13. 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 14).


    14. (figure 14)

  14. 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 15). If you decide you do not want to send one, you may check the box to the left of it and click Delete.


    15. (figure 15)