Creating e-files involves preparing the returns for submission to the authorities. You need to run diagnostics on each return to ensure there are no errors before generating e-files. Additionally, it’s crucial to confirm that the returns are issue-free before submitting them to the authorities.

TOP handles all this with a click of button where you can sit and watch or can take care of other pending items. This saves a lot of time as running diagnostics and creating efiles is a very time-consuming effort on daily basis.

Create efiles

“Create efiles” is only available to Admins.

  • When clicked, this button will select all returns marked as “Restore Completed” under the “Status” column.
  • Diagnostics will be run on each of the selected returns.
  • A copy of each return is saved on the specified location in PDF format.
  • E-file is created for each of the returns.
  • The “Status” Colum is updated to efile Created for these returns.

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