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-2.
  • Make sure that the line for Third Party Transmissions "Create an electric data file to be transmitted with third party software 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.

• See our article for instructions on how to delete/reinstall a 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.

• See our article for instructions on how to install Microsoft .NET Framework.

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.

• See our article for instructions on how to run a setup programs.

Note:  If Fx Direct is installed for the year you are trying to e-file then you will not be able to e-file as Fx Direct does not have this ability.  Paper filing is the only option.

• Can I efile a return in FX Direct?