Learn how to download returns to keep in your records or to print out for paper filing.
The returns must be in a certain workflow stage depending on the format you want to download them in:
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To download the returns as PDFs, they must be in the Adjust, Review, File & Pay, or Complete stages.
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To download the returns as EDIs, payment request PDFs, or payment request XLSs, they must be in the Review, File & Pay, or Complete stages.
- On the Returns page, select the boxes for the returns you want to download.
- Click the Download Returns icon, then choose the format you want to download the returns in:
- To download the returns as PDFs, click PDFs.
- To download the returns as EDIs, click Enveloped EDIs (AL and LA).
A message appears saying that the returns are being prepared for download.
Note:
Currently, EDIs can only be generated in bulk for Alabama or Louisiana returns. All selected returns must be for the same state and legal entity and must be set to the EDI filing type on the State and Local Returns page.
- Click View Downloads on the message or click the Downloads icon on the Returns page.
- When the download is marked as Complete with a green check mark, click the Download File icon.
If the download is marked as Pending with a clock icon, click the Refresh Page icon until the status changes to Complete.
The returns will be downloaded to your computer. PDF returns will be downloaded in a ZIP file, while EDI returns will be downloaded in a single XLS file.
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