The "Upload and Hold" dialog box does not appear when exporting a return to Electronic Filing.

If you don't see an upload dialog box, the Transmit through a Third Party option may have been selected.  Below are the steps to check if the Transmit through Third Party other than CCH has been enabled.

Firm Wide Setting:

  1. Open Office Manager.
  2. Click Configure Office Groups.
  3. Select the office group that the client belongs to that you are wanting to export to Electronic Filing, and click Select.
    • This is an office group specific setting. You may want to check the other office groups to make sure they don't have this selected.
  4. Click Configure Tax Prep > Electronic Filing Options > Setup...
  5. Select the appropriate tab applicable to the return that you are trying to export.
  6. Make sure that "Transmit through third party other than CCH" is not checked.
    • Note: You may want to check the same setting on the other tax product tabs.

Tax Return Override:

  • In interview form view, go to form EF-1.
    • Make sure that the line for "Transmit electronic return through third party other than CCH - (Y), (N)" is either blank or has a N entered.
  • In worksheet view, go to General > Electronic Filing > General.
    • Make sure that the line for "Transmit electronic return through third party other than CCH" is either blank or has a N entered.

If the return has a PDF attached, please remove any special characters from the file name of the PDF. Then try exporting the return again.

If "Transmit through third party other than CCH" was not enabled and you do not see the upload dialog box in only one Tax Product,  you will need to reinstall the tax product.

If "Transmit through third party other then CCH" was not enabled and you do not see the upload dialog box from a specific workstation, you will need to install a least Microsoft .NET Framework version 4.5.2 on that specific workstation.

If "Transmit through third party other than CCH" was not enabled and you do not see the upload dialog box in all Tax Products, you will need to run a setup programs.

Note:  If you are trying to e-file a prior year's return in CCH® ProSystem fx® Tax, verify if the customer is using FX Direct.  If they are they will only be able to paper file the return because FX Direct does not give the ability to e-file.

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