Transmit Multiple

Updated: 2023-03-14

To save you time, you can transmit multiple forms or returns for the current taxpayer at the same time from the Transmit sidebar.

  1. When a return or form is ready to transmit, a check box appears to the left of the name.
  2. Boxes are checked based on defaults set in Options. If you check or clear a box and it differs from what is in Options, a blue asterisk appears next to the name. Click the asterisk to revert to the default.
  3. A list of the forms or returns that will be transmitted together appears at the bottom of the column.
  4. Click the Transmit Selected button to transmit the selected returns and forms.
  5. Click the Transmit Now! button to confirm you wish to transmit the selected forms or returns at the same time.

Screen Capture: Transmit Selected

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. To hide the confirmation dialog box, clear the check mark next 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 check its box by default 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.

Screen Capture: Transmit Selected