Knowledge Base Solution - Changes for 2019 Tax Filing Season, 10 Business Day Rule for State Electronic Filing in CCH Axcess™ and CCH® ProSystem fx® Tax.

Changes for 2019 Tax Filing Season, 10 Business Day Rule for State Electronic Filing in CCH Axcess™ and CCH® ProSystem fx® Tax.

Some states require you to install the latest version of the Tax software within ten business days of the deployment of the next release.
When a software release contains an update for a participating state, that state will not accept returns that are transmitted after the ten business day limit.
In this case, you must install the latest version, recalculate, and retransmit.

Select one of the following for preparers to receive notifications when returns are nearing expiration due to the ten day limit:

Additional Information:

This option applies to tax years 2018 and higher.
State returns that are not affected by the latest software update are not subject to expiration.
You are unable to upload participating state returns that have expired to the Electronic Filing Status System.
- In this case, you will be prompted to install the latest Tax software.
For a list of participating states, see:
- Which states can expire for electronic filing due to the 10 Business Day Rule for State Electronic Filing in CCH Axcess™, and CCH® ProSystem fx® Tax?

In order to assist in this process, Wolters Kluwer added the following features:

Filters to the Electronic Filing Status system that can be used to identify returns that are "nearing expiration" and "have expired."
A new electronic filing status point for returns which have expired due to the 10 business day rule.
A new filter in the Return Manager State e-file status filter to identify the returns stopped in the Electronic Filing Status System due to the 10 business day rule.
An Electronic Filing Status summary screen to display returns needing action due to the 10 business day rule.
A new Return Status option in the Electronic Filing Export dialog for returns: “Calc Required”.
Electronic Filing Notifications in Office Manager for returns expiring soon due to the 10 business day rule.
- CCH Axcess™ Tax:
  - For more information, see our solution on how to setup e-file notifications for returns about to expire due to the 10 Business Day Rule in the Return Configuration Set for CCH Axcess™ Tax.
- CCH® ProSystem fx® Tax:
  - For more information, see our solution on how to setup e-file notifications for returns about to expire due to the 10 Business Day Rule using Office Manager for returns in CCH® ProSystem fx® Tax.
Batch upload of expired returns (projected).

For more information on the 2019 tax filing season 10 Business Day Rule, see the following:

Solution Id	000230138/Changes-for-2019-Tax-Filing-Season-10-Business-Day-Rule-for-State-Electronic-Filing-in-CCH-Axcess-and-CCH-ProSystem-fx-Tax
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