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Efile clients

Is there a way to tell if your Client has been E-Filed? I have missed two this year and that can be embarrassing!

Go to the Client Manager, and under “Quick Searches” you could check off 3 Filters

“T1 Not Filed”
and under Custom Filters
2019
and T1.

It should give you that list.

Alternately, under Custom Filters if you just click on 2019 and T1 it will give you all of your 2019 T1 Returns. If you click on the “Efile” heading it will sort them by whether they have been Efiled or not. You can check that way.

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