5500 E-file: Reviewing E-file Diagnostics

Navigate to Organizer > E-file > Status > E-file Status.
Perform a full recompute of the locator, and make the necessary corrections, as follows below.
Select View > Diagnostics to open the Diagnostics dialog box. Select the E-file option.

If you have enabled e-file, three folders will exist for e-file diagnostics: Alerts, Rejects, and XML validation errors.
Expand each folder (E-file - Alerts and E-file - Rejects) to view the text of each diagnostic.

XML DOL Error Checking: Review XML Validation Errors - XML DOL Error checking by selecting each error with Go To functionality. These errors are added below the normal Efile XML: Validation Errors. The XML file is compared against the EFAST2 error codes that are defined by Department of Labor as e-file reject errors. Returns can be rejected for these errors. Please verify and correct these errors to qualify each return for e-file.
Select each diagnostic to go to the source of the diagnostic, and make any necessary changes to prevent the diagnostic from being regenerated during subsequent tax return computes.
Repeat the diagnostic review process for all e-file diagnostics existing on the locator.
Perform a full recompute on the locator and review any new e-file diagnostics that may have been generated, modifying input as necessary.
Repeat the data modification, compute, and review process until there are no e-file diagnostics listed for the locator.

Alert Diagnostics

These do not prevent the creation of a qualified e-file. You should still investigate the conditions causing the Alert diagnostics, as these may reveal input errors.

Reject Diagnostics

These diagnostics identify conditions in the return that will result in a DOL rejection for failure to meet DOL Business Rules. Reject diagnostics also identify many of the common conditions that may result in an XML validation error. You must correct the conditions generating a Reject diagnostic before you can generate a qualified e-file.

XML Validation Errors

Data that does not meet the strict schema formatting requirements of the DOL schemas result in XML validation errors.

How to Find the E-file Diagnostics

Click here to see a short video about how to use the e-file diagnostics information in Organizer.

https://onesourcesupport.onesourcelogin.com/Product/self_Service/SearchingforDiagnostics/index.html

E-file/5500_ef_5.htm/TY2020

Last Modified: 09/13/2021

Last System Build: 09/13/2021