File a return

To file a return, make sure it’s in the Review, File and Pay, or Complete stage.

  1. On the Returns page, click the return you want to file.



  2. On the Overview tab, click File.

 

Filing via Webfile

  1. Click Open Website. Enter the details of your return as directed on the tax authority’s website.

    If the return has a username, password, and PIN number, you can copy and paste them by clicking the Copy icon. You can also reveal hidden data by clicking the Unhide icon.

     

  2. Follow the instructions on the tax authority's website to enter the details of your return.
  3. Enter the confirmation number that you received after submitting and paying the return in the Payment Confirmation field, then click Save.

    paymentconfgs.png

  4. Advance the return to the Complete stage.

Filing via Paper

  1.  Click PDF to download the printable PDF copy of your tax return.



  2. Print out the PDF and mail it to the taxing authority. You can find their address in the Filing Administration Details section.



  3. Advance the return to the Complete stage.

Filing via EDI

  1. Click the Download button to download the EDI file of your tax return.



  2. Click Open Website.

    If the return has a username, password, and PIN number, you can copy and paste them by clicking the Copy icon. You can also reveal hidden data by clicking the Unhide icon.




  3. Follow the instructions on the tax authority's website to submit the EDI file.
  4. Enter the confirmation number that you received after submitting and paying the return in the Payment Confirmation field, then click Save.



  5. Advance the return to the Complete stage.

Any address and banking information added when your account was set up will be included in all EDIs. Banking information will be stored for e-filing as a reference.