5500 E-file: Creating the E-file

After verifying that e-file diagnostics do not exist, create the electronic data file as follows:

On the Organizer tab, select E-file > Create E-file > Create E-file.
Important: Before creating the e-file, perform a full recompute.
Click the Create DOL E-file button.
The number of XML validation errors, if any, will appear. These errors must be corrected in order to submit a valid e-file. See 5500 E-file: Creating a Federal Validation File for GoTo Functionality for more information on validation errors.
Go to E-file > Status > E-file Status to review the status of the e-file.
Returns may be any of the following:
- Qualified: Return qualifies for submission or re-submission. Follow Step to submit for transmitting the return.
- Sent, Started, Transmission, or Waiting: Return is being processed, awaiting response from IRS. The electronic return cannot be recreated while in this status.
- Rejected: Return has errors. Review and complete all steps.
- Accepted: Return has been accepted. An electronic return cannot be recreated. Print the acknowledgment for your records.
- Conditionally Accepted: Return is considered a filing, with errors. Review, mark the return as amended, make corrections, and complete all e-file steps again to submit the amended return.
The name of the XML file, along with its file size and date/time stamp, appears on the screen. This will change each time you create the e-file.
Prior to submitting the e-file return, be sure to review with the E-file Viewer.

E-file/5500_ef_7.htm/TY2020

Last Modified: 08/13/2020

Last System Build: 09/13/2021