Mark a Return as “Will not be filed”

Updated: 2023-11-13

If you do not intend to file a return for the client, mark it as “Will not be filed.” This makes it easy to exclude the file from the search results in the Client Manager.

Set a “Will not be filed” Status

  1. Go to the Track sidebar.
  2. Scroll down to the Return Completion group and click to expand it.
  3. Check Will not be filed.

Screen Capture: Will not be filed status

“Will not be filed” Status Indicator

After you set the return to “Will not be filed” status, all electronic filing statuses change to a “do not enter” symbol and you cannot file the return.

Screen Capture: Do not file in transmit sidebar