Viewing and printing efile reports is the fifth and last step in the process. It takes place after you have properly registered, completed your efile setup, finished preparing the tax returns and proceeded with electronic transmission. Efile reports can be viewed and printed by selecting View and print EFILE reports from the Efile menu. All transmissions sent and received are listed in the efile reports screen, and are classified by date and report type. Simply scroll through the list and mark the reports you wish to view or print, then select View/print reports. All the reports selected will then be displayed for review. You can use the Windows scroll bar to move through the reports. Use your mouse's right button to choose the page or report you wish to display or print. Note that reports which have been received but have not yet been viewed are identified as "NEW" in the control number column. The status of all efiled clients will be automatically updated within the DT Max database as acknowledgement reports are being retrieved. If a return has been successfully efiled, the keywords Efile-Result and Progress will appear in the client's file. The keyword Efile-Result will specify the document control number and the date of transmission whereas the keyword Progress will indicate Efile acknowledgment OK. If the return has been rejected, the keywords Efile-Result and Error-Code will appear in the client's file. You should first determine the cause of the error, then make the appropriate corrections to the client's data. An acknowledgement report indicating whether or not the return has been accepted will be available immediately after transmission. We recommend printing and retaining any acknowledgement reports for your own records. Please note that...
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