eFiling System Generated Emails

The following list outlines the system-generated emails you might receive regarding efiled returns/extensions. In order to be properly notified, the following items must be in place for each client/job:

• Staff must be assigned to roles on a job in PE in order to receive any eFile notifications
• All CCH Axcess return/extension exports must have an associated job in PE
• All 8879s must have a barcode matched to the correct associated job in PE

Rejected Return/Extension

• Email sent every 24 hours to all staff on job role in PE. Every 6 hours after initial notification the 14^th-20^th near the deadline
• Used for rejected returns/extensions
• Email contains verbiage from CCH efiling on the rejection and the steps to potentially correct it
• Email also contains steps on how to correct in the KSM systems to get it released again
• Email contains steps on how the staff can go into the efiling system to find out the details of the rejection

Stopped Return/Extension

• Email sent every 24 hours to all staff on job role in PE
• Used for Disqualified returns/extensions and Schema Validation returns/extensions
• Also sent if the rejection information does not come back from CCH timely
• Email contains steps on how the staff can go into the efiling system to find out the details of the schema validation

Not Exported Return

• Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline
• Sent when an 8879 has been processed but there is no return to release in the eFile system
• Email also contains steps on how to correct in the KSM systems to get it released again
• When staff export the return, the system will auto-release it

No Approved 8879

• Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline
• Sent when a return has been exported but an 8879 has not been processed in the KSM PE system
• Email also contains steps on how to correct in the KSM systems to get it released again
• When the missing 8879 is received or a partner overrides the 8879, the system will auto-release it

Not Exported Extension

• Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline
• Sent when a jurisdiction has been selected to E-Extend but there is no extension to release in the eFile system
• Email also contains steps on how to correct in the KSM systems to get it released again
• When staff export the extension, the system will see it and auto-release it

eFile Locked

• Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline
• Sent when the PE workflow recognizes a debit amount on a return/extension
• Return will NOT auto-release until lock is manually cleared in PE
  Practice Engine - How to Unlock a Return in PE
  Practice Engine - How to Unlock an Extension in PE

Valid ProSystem ID

• Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline
• Sent when staff have created a new client and have not entered a client ID in the correct KSM format with a 5 digit number and 000 sub-id
• Solution is in the body on how to correct