What documents will and will not go with my e-file?


Solution 
Item Will it E-file?
Partner Capital Account Reconciliation No
Client Notes Statements Yes
Control Totals No
Depreciation Schedule-20XX (Current or Future Year) No
Diagnostics No
e-file Form 8879 No
e-file Instructions No
e-file Instructions (ext only) No
Explanation of Changes on Amended Return Yes*
Federal Forms Yes
Filing Instructions No
General Elections Yes
General Info No
Invoice No
K1 Letter No
Letter No
Multi-State Apportionment Summary No
Oil & Gas Schedule No
Override Diagnostics No
Partner Allocation Percentages No
Slip Sheets No
State Form Yes*
Federal Statements Yes
Federal Worksheets No
Supporting Detail Statements No
Tax Summary No
PDF Attatchments Yes

* Only if that module and/or state supports e-file.

To Verify if a Form, Schedule and/or Statement is Included in E-file:

Solution #1: E-file View - After Transmission

  1. Go to the E-File menu.
  2. Choose E-File Support Tools.
  3. Select View E-File.
Solution #2: E-file Summary - During Transmission
  1. Go to the E-file menu.
  2. Select Step 2: Start e-file return wizard.
  3. Select federal and/or state forms to process.
  4. Choose Next.
  5. After the return has been successfully validated, and is ready to transmit, select the View Summary Report in the upper right corner.  

 
Other Articles to Try: