Mark a Return as "Will Not Be Filed"

Updated: 2020-07-17

If you have a return that you do not intend to file for the client, you can mark it as "Will not be filed" so that you can easily exclude it from search results in the Client Manager.

Set a "Will not be filed" status

1. With the return open, go to the File menu, then click on Info. (See the Workflow groups and tasks help topic.)
2. Choose the taxpayer name from the list.
3. Click on the Return Completion group to expand it.
4. Check Will not be filed.

"Will not be filed" status indicator

After you set the "Will not be filed" status, all electronic filing statuses change to a do-not-enter symbol. You cannot electronically file the return with this status in effect: