Transmit Family

Updated: 2020-05-15

The Transmit sidebar only transmits returns and requests for the current taxpayer. You can also transmit returns and forms for all family members in the file at the same time.

1. Click File, then Transmit Family. Or press Ctrl+Shift+ F.
2. On the right, you will see the list of all people in the file and their status for each transmission type.
3. Under People, check the names of those you wish to transmit. Clear a check box to remove the person from the transmission. Their status will disappear from the far right. 
4. Under Transmission types, check those to include when you transmit. If you clear a check box, the type disappears from the far right.
5. If there are outstanding errors for a transmission type, a summary of those errors appears in the box.
6. Click the blue link for the name of the taxpayer in the box, or click edit return, to go to the return and resolve the errors.
7. If a return or form has already been successfully transmitted for a taxpayer, that box appears lighter than others and it will not be re-transmitted. 
8. If the remaining issues are missing signature confirmations, check Confirm ALL outstanding signatures upon transmission to transmit and confirm the signatures at the same time. Remember, you must have all taxpayers sign their T183 before you transmit the return.
9. When all the selected people and transmission types are ready to transmit, the Transmit button becomes available. Click it to begin transmitting the returns.
10. Confirm you want to start transmitting returns. Review the list that will be transmitted and click the Transmit now! button.
11. TaxCycle begins the transmitting each item, one after another with a brief pause between each transmission. 
12. You can see each box update as the return is sent. 
13. If one transmission fails, TaxCycle halts the remaining transmissions, giving you a chance to correct the issue before proceeding.
14. If you wish to stop transmitting before all the returns are done, click the stop link. The transmissions will pause and you will see a message telling you which types have already been transmitted and asking you whether you wish to continue. Click Resume to transmit the remaining types. Click Stop to cancel the remaining transmissions.

Group transmission options

1. To open Options from the Start screen, click Options in the blue bar on the left side. If you have a file open, go to File menu, then click Options.
2. On the left side of the dialog box, expand Transmission, then click on Workflow. 
3. If you wish, check the box to Always show a confirmation message before attempting a multi-transmit task.
4. For each transmission type, check the box in the Selected for group transmission column, to automatically include it when transmitting multiple types from the Transmit sidebar, or when transmitting returns for an entire family. 
5. Click Apply or OK to save your changes.