This article will provide details on the E-File Process:
*** NOTE: We highly recommend to review all forms for accuracy prior to placing your order to E-File ***
1) Once you have created your e-file account, click E-file My Forms from the Account Created screen or select E-file My Forms from the E-File menu drop-down
Next Log into your account
2) Select to e-file Single Payer or Multiple Payers. The Single Payer option allows you to e-file the recipients one payer at a time (if you select Single Payer continue onto Step 4). The Multiple Payer option allows you to choose multiple payers to e-file at once, however all available recipients to e-file will automatically be selected, so you do not have the option to select specific recipients (if you select Multiple Payers move onto Step 6).
3) On the E-file My Forms screen, select the form type you want to e-file, from the Select Form drop-down menu.
4) Select the payer you want to e-file from the Select Payer drop-down
Note: when selecting Multiple Payers a pop-up message will appear reminding you how this option works.
5) Select the recipients you want to e-file from the Recipients without forms e-filed window.
6) Select the payers you want to e-file from the Payers without forms e-filed window.
7) Click E-file to upload your forms to the e-file site.
8) If your forms have errors, a pop-up message will appear reading “There are error(s) in your file.” Click on "SAVE ALL FORMS" (Note: You will be able to review/edit any errors)
Note: If no forms were uploaded to the e-file site it could be your antivirus/firewall blocking the upload. You will need to run the software as an Admin. See below steps or use the below support link:
How_to_EFile_Run_as_Administrator
Running the Software as Administrator:
A) Close the browser
B) Close the TaxRight/Laser Link or ACA software.
C) On your desktop "Right Click" the TaxRight/Laser Link or ACA Icon
D) Run as Administrator this will open your software
E) Select E-file My Forms again log in using you email and password
F) Select Form type and Payer
(If your Recipients are under Recipients E-filed you will need to reset & move them back to Select Recipients to E-file)
G) The e-file site will open "Review Your Imported Forms" click Save All Forms this will move them to Forms In Progress
H) Save All Forms
9) If your forms were uploaded successfully a web page will open within the software and you will be brought to the Forms In Progress page on the e-file site.
NOTE: If you receive "Cannot Collect Tax Data" error Message please follow below steps:
A) Close the software and save back up file
B) Right click the software icon on desktop and select (Run as Administrator)
C) Select E-file tab then Select E-file My Forms and proceed to Log In as needed
D) Select Payer/Recipients then click on "Reset" button
E) Select Recipients and proceed to E-file and upload forms again
Review Important Notes about E-filing & when filing multiple forms you MUST close the efile browser:
From the Forms In Progress page, you can view and/or edit the forms uploaded from your software, delete forms not needed and checkout forms to e-file. We highly recommend to review form/forms prior to placing order to E-File.
10) When you are ready to e-file your forms check the box next to the Payer or select the form that you want e-file. If you are selecting all forms click the ‘Select all XX items’ link above the grid to ensure that all forms are selected and not just the visible forms on page 1.
11) After selecting the forms you want to checkout, you can select the service option you require, such as E-file Print & Mail or E-file Only or Print and Mail then click Add to Cart.
NOTE: If you select "E-File Only", we will not mail out any recipient copies. You will be required to print & mail out your recipient copies as needed.
12) Once your forms are in the cart, click Proceed to Checkout.
13) On the next page, review the Affidavit and check the box to confirm you read it, then click Submit.
14) On the last page, enter your credit card information and click Place Order. Note: E-Filing is not complete until Credit Card payment information has been entered for payment and order placed. Also we highly recommend to review all forms for accuracy prior to placing your order to E-File
15) Once your order is placed you will navigate to the Payment Successful page. You can print this page for your records, however an invoice will be emailed to you as well. Click Proceed to Next Step.
16) Your filing process will be completed as you are navigated to the Filed Forms page, where you can track and view the status of your filings.
Note: You will also be able to print your forms from this page by selecting the copy you wish to print or save to a PDF.
When you E-file you will not be mailing the Copy A to the IRS/SSA this would cause duplicate filing.
18) You can check the status of your order at any time by selecting under the E-file tab in your software - Check Status of Efile. You can verity when your forms were Submitted and Accepted by the IRS/SSA, printing additional forms, printing an Invoice.
How do I Manually upload my forms?
NOTE: If No Forms uploaded after you Run software as Administrator you will need to manually import them to the E-file site using the excel sheet the software created.
(See instructions in below Support Article link)
How-to-manually-upload-to-the-Efile-site-from-the-Software
How much does it cost to Efile?
How-much-does-it-to-cost-to-e-File-2023
What if I need to reset my Recipients?
If you need to upload your recipients to the E-File site again then Click on the Link Below for instructions:
How-to-Reset-Recipients-in-Tax-Software-E-File