Efile exceptions, ready to Print, ready for efile, etc

Technical question, How do you monitor the files? The Client Explorer has a group of sixteen people that it claims are " Ready for EFile"  but they have been filed, it says 'accepted'  under the Save box.  Under "Efile exception" I get one person who HAS been efiled and is accepted; while another file that was not accepted because of an error with the Postal Code, was NOT showing up as an exception. I found that one by chance.  Under "Ready to Print" No clients show up at all???    If I use "Save AS" instead of save, a few of the previously filed fall off the list, but are still there. Either I'm doing something  wrong or this is the worst monitoring system I've ever seen. Any suggestions would be appreciated. Thanks 


Hi Contact,

I am sorry to hear you are experencing this. It sounds like a corrupt database as the files are not refelcting the actual file status of the files. Please follow the steps starting at "If using Client Explorer:" in this article (https://profile-en.community.intuit.ca/articles/1624383-files-are-being-excluded-or-incorrectly-disp... )to resolve this issue. after the database has been cleared. A reindex of the database will refect the actual file statuses of the files.

If you find this happening often, please call in so we can further investigate. thank you and have a great weekend.

Was this answer helpful? Yes No
shams , Monsieur

No answers have been posted

More Actions

People come to ProFile for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach: