Save XML Response File and Update EFILE Workflow

Updated: 2023-07-20

How to Save the XML Response

1. Go to the File menu, then click on Info.
2. Click on History.
3. Find the row with the CRA rejected event.
4. Click on the Save button on the right of the row to save the response file to your computer.
5. When you save the file, Windows may ask you to choose a program to use for opening the file. Choose a plain text editor, such as Notepad.

How to Update EFILE Workflow

If you need to update the workflow with a transmission number, you can find this number in the XML response file. Updating the workflow triggers T1 EFILE box in the Transmit sidebar to show a green happy face and makes the Client Manager see this file was successfully transmitted.

1. Find the file you saved and double-click on it. If you are asked to select a program for opening the file, choose Notepad.
2. In Notepad, go to the Format menu and select Word Wrap. This wraps the contents to the width of the current window.
   
3. In the code, you can find the message that you usually see in the Transmit sidebar in TaxCycle. A quick way to locate this information in the response file is to press Ctrl+F and search for MessageText. Shortly after this, the full message will appear. Please read it for details. At the end of the message is the confirmation number and DCN that is recorded in TaxCycle.
4. If the message says the return was accepted/assessed, highlight the number and press Ctrl+C to copy it to your clipboard. If the message says the return was rejected/not accepted, address the reason in the return and retransmit.
   
5. Back in TaxCycle, go back to the Track sidebar for the client.
6. Expand the Transmission and Filing group.
7. Click assign confirmation number next to the T1 EFILE transmitted task.
8. In the dialog box that opens, press Ctrl+V to paste it into the Confirmation Number field.
9. Click Assign.