PE - How to Process a Superseded Return
Modified on: Thu, Apr 10 2025 2:26 PMISSUE: Trying to prepare a Superseded return and do not know the process for releasing it since 8879 has already been received and processed.
SOLUTION: Follow the steps below to release the Superseded return directly from Practice Engine (PE).
NOTES:
- What Federal and State Returns can be Superseded/Amended?
- An 8879 is not required unless the changes in the return are material
- Dates:
If an extension has not been filed, then the due date for the Superseded return is the original due date of the return
If an extension has been filed, then the due date for the Superseded return is the due date of the extended return
- Prepare the Superseded return and export it from Axcess Tax
- Open the job in PE for the return you will be filing a Superseded return
- Open the Axcess Tax Information window from the PE job
- On the Return Select tab click on the dropdown and select Superseded (If needed you can also select a different ID as well)
- The page will load for a moment and a new button 'Release Superseded to IRS' will appear
- Save the Selection to ensure the changes are saved
- Since the return has already been exported click the Release Superseded to IRS button to have the e-filing system release the return to the taxing authority