Final Steps (continued)

Diagnostics and Creating the e-File

To run diagnostics, select the Diagnostics button on the tax software's main toolbar. A box pops up to show the diagnostic information. Review warnings to see if any changes are needed.

If there are any electronic filing errors, click the red text that appears in the box to open the form where the error occurred; make any necessary corrections and rerun diagnostics. Repeat this process until there are no more errors.

When the return contains no electronic errors, the e-file button becomes available. Click the e-file button to create the IRS electronic return file. At this point, you can print the return for review by your designated quality reviewer. If you change the return after you create the e-file, you will need to re-run diagnostics and select the e-file button again.