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K1x Ideas
Status Validating
Categories 990 Tracker
Created by Guest
Created on Feb 5, 2025

Printing E-File Validation with the Tax Return

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

We would like to see the e-file validation print automatically with the return.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

Passing the e-file validation is a part of the preparation process and the completion of the return. Having that information at the forefront of the return helps to ensure that process has been fulfilled.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

All parts of the team from preparer, reviewer, signer, and assembly team have to be ensured the return is free from errors and validated before filing the tax return.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

I would say this would be best to print automatically with the return or as an option to print under the package printing section.


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  • Guest
    Feb 5, 2025

    Printing the efile validation or uncleared diagnostics would be a nice addition (optional) to the package printing. It would especially help reviewers who do not necessarily need to get into Exempt Vision to know whether all issues have been cleared.