Onesource™ Income Tax
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ONESOURCE™ INCOME TAX EXPRESS VERSION 2016 RS E-FILE GUIDE LAST UPDATED: DECEMBER 13, 2016 ONESOURCE.THOMSONREUTERS.COM Note: Please note that all screen images are valid as of December 13, 2016 and are subject to change at Thomson Reuters’ discretion. PROPRIETARY MATERIALS No use of these Proprietary materials is permitted without the express written consent of or license from Thomson Reuters/Tax & Accounting, ©2016-2017. Altering, copying, distributing, or reproducing any of these proprietary materials in any manner is expressly prohibited. SOFTWARE LICENSE AGREEMENT The right to use the software product described in this document is specifically conditioned upon your execution of and compliance with the Tax Software and Services Agreement with Thomson Reuters/Tax & Accounting, ©2016-2017. All contents copyright ©2016-2017, Thomson Reuters/Tax & Accounting. All rights reserved. CHAPTER 1: USING THE E-FILE VIEWER . .1 E-file Viewer: Overview. 1 Accessing the E-file Viewer . 2 Opening the E-file Viewer PDF File . 3 Using the Toolbar . 4 Using the E-file Viewer. 5 Opening the E-file Viewer XML File . 10 Viewing Other E-file Information . 10 CHAPTER 2: SUBMITTING E-FILED RETURNS . .12 Selecting Returns . 12 Selecting Federal and State Options . 13 CHAPTER 3: STATUSES, CUMULATIVE HISTORIES, AND ACKNOWLEDGMENTS . 16 batch Status. 16 Cumulative E-File History . 17 Return Information E-file tab . 18 E-file Status Report . 19 E-file Status Report Results. 22 CHAPTER 4: 1065/1120 MANDATORY STATE MEMBERS E-FILE REQUIREMENT . 25 Consol Display Option . .25 Regular Display Option . 27 Single Alabama or New York Forms . .28 Regular Display with All States Option . .28 Considerations for Other States . .28 CONTENTS I Note: All information in this document is current as of December 8, 2016 . For information about creating specific tax application returns for e-file, see the following: TAX APPLICATION GUIDE 1040 1040 E-file Guide 1040 State E-file Reference Guide 1040 State E-file Documents Guide 1041 1041 E-file Guide 1041 State E-file Reference Guide 1041 State E-file Documents Guide 1065 1065/1120 Business Returns E-File Guide 1065/1120 Business Returns State E-file Guide 1120 1065/1120 Business Returns E-File Guide 1065/1120 Business Returns State E-file Guide 5500 5500 E-file Guide 990 990 E-file Guide 990 State E-file Reference Guide 990 State E-file Documents Guide Form 114 Form 114 FBAR E-file Guide II E-FILE VIEWER: OVERVIEW CHAPTER 1: USING THE E-FILE VIEWER Note: In order to successfully e-file any tax return or form, the return’s forms to be e-filed must first be computed and a qualified XML file generated in Organizer. E-FILE VIEWER: OVERVIEW Returns and extensions are transmitted to the IRS as XML files. These XML files can be reviewed in the RS Browser using the E-file Viewer function. The XML files can also be downloaded for your review and record keeping, The E-file Viewer presents the contents of your XML files in Acrobat (*.PDF) format and organized according to the IRS and state provided schemas. Stylesheets are no longer used to superimpose the federal XML file over the tax form images. Instead, the XML file contents are now displayed with identifying information pulled directly from the schemas. • The E-file Viewer does not depend on IRS-provided stylesheets to render the tax form image. In the past, stylesheets were not always available from the IRS on a timely basis, nor did they always agree with the latest schemas. Instead of using out-of-date stylesheets, the line numbers, descriptions, and element names are now pulled directly from the most current federal or state schemas. • Historically, because the states have not provided stylesheets, review of a state e-file could only be accomplished by looking at the raw XML file. The PDF format, used by the new E-file Viewer, is available for all states. • The descriptions in the PDF file rely on working links to provide supporting schema details. Blue underlined hyperlinks make navigation to supporting documents, such as other forms or schedules, trouble-free. • Each page of the PDF file includes the taxpayer name, federal ID number (FEIN), page number, and the date the XML file was created. • PDF bookmarks provide a way to quickly jump to specific forms or supporting details. Where multiple forms or schedules are included, the number of forms and schedules are indicated parenthetically, and the bookmark can be expanded to list each form and schedule. • Shortcut keys are available as an aid to navigation. For example, type Alt + Left Arrow to return to the previous view. • Unlike the stylesheets, the PDF file is searchable using the Find feature. For example, an element name that is found in a validation error can be entered in the field and searched for quickly. Knowing the context of the data can help resolve validation issues. 1 ACCESSING THE E-FILE VIEWER ACCESSING THE E-FILE VIEWER • You can access the E-file Viewer more quickly, especially when loading large XML files. You no longer need to exit the return to view either the XML or PDF file. • You can use the E-file Viewer to save the PDF file on your local machine. ACCESSING THE E-FILE VIEWER You can access E-file Viewer on the menu ribbon on the Returns page. The E-file Viewer feature allows you to review the return’s e-file schema in both PDF and XML formats. A PDF file was automatically created when you clicked the Create E-file button to create a federal or state e-file. We suggest that you review each return’s forms and jurisdictions in E-file Viewer prior to submitting the returns for e-file. 1. To view the XML and PDF files, you do not need to exit the return. Access the Returns screen and enter your search criteria. Select a specific return type. FIGURE 1:1 2. Place a check mark beside the return’s name. Then, on the ribbon above the tax return listing, select E-file Viewer. FIGURE 1:2 Note: Be patient! The E-File Viewer may take time to load. 2 OPENING THE E-FILE VIEWER PDF FILE OPENING THE E-FILE VIEWER PDF FILE 3. The E-file Viewer opens with two panes. The right pane contains additional information on using the E-file Viewer and does not appear when the PDF or XML file is displayed. FIGURE 1:3 4. The left pane in the E-file Viewer contains the navigation tree for viewing the PDF file and the full XML file and allows you to open the full XML and view the PDF for each jurisdiction’s e-file schema. FIGURE 1:4 OPENING THE E-FILE VIEWER PDF FILE Click the PDF folder to open the PDF file in a separate window. The PDF appears as a grid with columns for line number (if applicable). A description of the schema element, data from the XML file, and schema element name also appear. 3 USING THE TOOLBAR USING THE TOOLBAR The Acrobat toolbar for the PDF appears at the top of the pane: FIGURE 1:5 Note: The XML header information, such as taxpayer and paid preparer information, is not displayed in the PDF. However, this information can be verified by reviewing the full XML file. Click the file under the PDF folder. For advanced use of the Adobe Reader X, see http://help.adobe.com/en_US/ reader/using/reader_X_help.pdf. USING THE TOOLBAR You can save or print the PDF file once the E-file Viewer is opened. Save or print in one of two ways: • from the PDF toolbar at the top of the pane: FIGURE 1:6 • when initializing the PDF file: FIGURE 1:7 The toolbar also allows you to do the following: • send the PDF file in an e-mail (letter icon) • accessing a page directly by typing a number in the page field on the left (or using the up and down arrows) • find content by typing a word or phrase in the field at the far right. 4 USING THE E-FILE VIEWER USING THE E-FILE VIEWER USING THE E-FILE VIEWER The PDF grid appears in a separate window when using the E-file Viewer. FIGURE 1:8 PDF GRID VIEW As shown in the following two figures, each page of the PDF file includes (1) taxpayer name, (2) EIN or SSN, (3) timestamp when the PDF was created, and (4) page number. FIGURE 1:9 FIGURE 1:10 5 USING THE E-FILE VIEWER USING THE E-FILE VIEWER All schema elements are displayed whether or not they are populated. FIGURE 1:11 A bar is displayed at the beginning of each form schema. This bar includes the schema name, the document ID associated with the schema, any informational text that might be applicable (for example, the dormant indicator for Form 1040), and links (blue underlined text) to any supplemental schemas called by the form but not called by a specific line number. FIGURE 1:12 6 USING THE E-FILE VIEWER USING THE E-FILE VIEWER When the schemas have multiple choice elements, where only one element can be chosen, the descriptions of each choice element are indented. For example, for Method of Accounting, cash, accrual, and other may apply, but only one can be selected. FIGURE 1:13 Items, which can occur multiple times, are displayed in consecutive order with a header indicating the beginning of each occurrence. This example displays two separate items that are included in Dependent Information.