Practice Engine - How to request to release return without signed 8879s

ISSUE:

8879s are not on hand
staff/partner cannot obtain from the client.
8879s cannot be located in the fax system, sharefile, email, DMS, etc.

note: This is not standard practice as it subjects the firm to several liabilities
note: This is the only way to get the return into the efiling queue. Efiling staff are not authorized to release without this confirmation

RESOLUTION:

Access the specific client job in PE
Select the Details tab
Select the Axcess Tax Information/Delivery dropdown
Select Axcess Tax Information
Select the 8879 EFile Release without 8879 tab
Select Release Return
Confirm the warning

This process will approve the return for efiling. The return will go into the auto efiling queue and get released during the next run. Each run is approximately every 30 minutes.

This process is only available to partners.