1041 E-file: Creating the E-file for the Extension

After verifying that e-file diagnostics do not exist, create the electronic data file.

1. Go to E-file > Enable/Create, and select the Extension tab.
2. Click the Create Extension E-files button on this form.

   

3. Check the E-file Status column. If the file was created without any problem, the application shows a message in the column stating XML file is created - Return is ‘Qualified.’
4. If issues exist with the e-file, note the message in the E-file Status column. If you receive the message that XML is created but NOT qualified - Diag needs to be cleared, resolve the diagnostics as detailed in 1041 E-file: Extension - Reviewing E-file Diagnostics.
5. You may also receive this message if validation issues exist: XML is created but NOT qualified - Please clear vali.errors. Resolve the validation errors.
6. Note the date/time of e-file creation, number of validation errors, XML file name, and direct debit indicator.
7. If, for some reason, you need to delete the e-file, click the Delete button in the Delete E-files column. This button deletes only the e-file, but does not delete any information on the return.

   

Deleting an E-file

The Delete button deletes the existing XML file for that jurisdiction. To delete an e-file:

1. Make sure the Enable check box is checked. You cannot delete an e-file if this check box is blank!

   

2. Click the Delete button in the Delete E-file column.

   

3. The E-file Status changes to indicate that the XML file has been deleted.

If you have clicked the Delete button and the Enable check box was blank, do the following:

1. Check the Enable check box.
2. Click the Create Extension E-files button.

   

3. Click the Delete button.

 

 

 

E-file/1041_7004_9.htm/TY2020

Last Modified: 03/20/2020

Last System Build: 09/13/2021

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