Returns that have not yet been accepted electronically will produce filing instructions and a client result letter with wording that indicates the return "will be e-filed..." This is true even if there are EF Messages still to be resolved in the return. This allows you to provide an accurate letter to your taxpayer at any point during return preparation.

Once the return has been e-filed and accepted, the wording of the letter changes to say that the return "was e-filed..." and inserts the acknowledgment date from the ESUM screen. This updated letter can then be provided along with Form 9325 (1040 only) or the EF ACK page (business returns) that shows the submission ID for their records.

Global Settings

To change the global default setting to use paper-file information for all federal and state client result letters, and for federal and state filing instructions, go to Setup > Options > Client Communications tab and check the Use paper-filing instructions… check box >click OK.

By-Return Settings

To change the wording in a client result letter and filing instructions on a return-by-return basis, open the return, and from the COMM screen, select either EF or Paper from the Letter and Filing Instructions Options section at the bottom of the screen. This allows you to make adjustments as needed on a case-by-case basis.