File a return electronically
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Hide expandable textBefore you e-file
Complete these tasks before you e-file, if you haven't already done so.
- Submit all preliminary IRS applications to become an approved e-file provider with the IRS.
- Submit your IRS e-file application summary to Onvio Tax.
- Set up staff e-filing information such as Electronic Filing Identification Number (EFIN), Preparer Tax Identification Number (PTIN), and designee PIN, if applicable.
Note: You must have appropriate Onvio security permissions to edit staff information.
Steps to e-file
Complete these steps to e-file a tax return in Onvio Tax.
- Prepare the return and enter data on the ELF screen in the Electronic Filing folder within Onvio Tax data entry.
Note: For 5500 returns, see Signer requirements for 5500 electronic returns.
- Click the Review button, review all diagnostics, and resolve any critical and ELF diagnostics.
- Click the E-File button and select Returns or Extensions depending on the item(s) you want to file electronically.
- Mark the checkbox in the Generate E-Files list on the left side of the screen for each return or extension you want to file electronically, then click the Generate Returns button to create the e-file(s).
- Correct any IRS business rules that may have resulted in the generation of the electronic file, if applicable.
- Click the E-File button to transmit the electronic file when the Result column indicates that the e-file was successfully created.
- Check the electronic filing status on the Onvio Tax dashboard or in your client's tax return project.
Notes
- Onvio Tax automatically refreshes the status every 10-15 minutes.
- If you're e-filing a 2290 return, see Retrieve watermarked Schedule 1 for 2290.
Contact us
Call 800-968-0600
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