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E-file Center

11 How do I retrieve an E-file Center account?

SYMPTOM How do I retrieve an E-file Center account? RESOLUTION Procedure 1 (Retrieving an E-file Center account with a User ID and password) Click on the E-file Center menu. Choose Account Setup. When prompted about having an E=file Center account, choose…

12 How do I select payers for federal filing?

SYMPTOM How do I select payers for Federal returns? RESOLUTION Procedure 1 (Selecting payers for federal returns) Use the E-file Center - Select Payers for Federal window to select the payer(s) for federal e-file processing. Payers with returns available…

13 How do I send forms to recipients via email?

SYMPTOM How do I send forms to recipients via email? RESOLUTION This process sends forms securely to recipients, based on the email address entered in the Recipient List. If recipients are not receiving their forms electronically, verify that the email address…

14 How do I setup an E-file Center account?

SYMPTOM How do I setup an E-file Center account? RESOLUTION Procedure 1 (Setting up an existing E-file Center account) Click on the E-file Center menu. Choose Account Setup. When prompted about having an E-file Center account, click Yes. Enter the User ID.…

15 Select Payers for Federal

SYMPTOM How do I select payers for Federal returns? RESOLUTION Procedure 1 (Selecting payers for federal returns) Use the E-file Center - Select Payers for Federal window to select the payer(s) for federal e-file processing. Payers with returns available…

16 Select Payers for States

SYMPTOM How do I select payers for state returns? RESOLUTION Procedure 1 (Selecting payers for state returns) Use the E-file Center - Select Payers for States window to select specific the payer(s) for state e-file processing. Payers with returns available…

17 The state ID is not in the expected format

SYMPTOM When saving a state reconciliation form during the e-filing process, the following error occurs: "The state ID is not in the expected format" CAUSE The format of the state ID entered on the reconciliation form does not match the format the state is…

18 The state ID on the W-2 forms for the following SSN's does not match the state ID on the state recon form

SYMPTOM The follow message is displayed when attempting to save a state reconciliation form while e-filing: "The state ID on the W-2 forms for the following SSN's does not mate the state ID on the state reconciliation form. Click Print to print the list of…

19 What do the TIN Matching results mean?

SYMPTOM What do the TIN Matching results mean? RESOLUTION Procedure 1 (TIN matching results) The TIN matching codes and descriptions are shown below. TIN Matching CodeDESCRIPTION IRS Code 1 TIN is missing or not a 9 digit number. IRS Code 2 TIN is not in…

20 What does my filing status mean?

SYMPTOM Once an order has been transmitted through the E-file Center, there will be multiple order status updates. This document gives a brief explanation of each possible status. RESOLUTION Procedure 1: Invoice Statuses Invoice Pending - The order was never…