Wiki source code of eFile Form Validation

Version 2.1 by christie w on 2023/03/07 18:38
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1 ====== Aatrix has added an enhancement to the eFile process: **eFile** **Form Validation**. To maintain compliance with agency electronic filing guidelines, you may be presented with a list of warning(s) and/or error(s) after electing to eFile. This enhancement will draw attention to any items that may cause agency rejections prior to submitting the filing, potentially saving time and money, while reducing the risk of fines and/or penalties. Currently, validations are only performed during the eFile process. ======
2
3
4 === **There are three (3) levels of validation:** ===
5
6 ===== **I. Warning** =====
7
8 ====== The first level is a warning. Warnings bring attention to items that should be reviewed or to take note of, but you are able to continue without correcting. ======
9
10 ====== **Example:** Unemployment Rate is too high. ======
11
12 [[image:https://www.aatrix.com/files/3814/2231/4615/eFile_Form_Validation_03.png||alt="eFile Form Validation"]]
13
14 //Warning Screenshot//
15
16 // //
17
18 ===== **Warning Options:** =====
19
20 *
21 ** (((
22 ====== **Continue** – If warnings do not apply, click continue to proceed to the eFile process. ======
23 )))
24
25 * (((
26 ====== ======
27
28 *
29
30 ====== **Close** – Closes the Secure eFile Client and returns to the form in the "Review / Edit" step. ======
31 )))
32
33 * (((
34 ====== ======
35
36 *
37
38 ====== **Print** – Prints instructions including the list of warnings. ======
39 )))
40
41 **~ **
42
43 ===== **Warning Print Instructions:**
44 Below is a list of warnings that can be reviewed and edited on the form, if necessary. If the warnings below do not apply, click "Continue". =====
45
46 ====== **There are two (2) available options: ** ======
47
48 ====== **A. Review/Edit the Form** ======
49
50 1. (((
51 ====== ======
52
53 *
54
55 ====== Click "Close" ======
56 )))
57
58 1. (((
59 ====== ======
60
61 *
62
63 ====== The form will automatically return to the "Review / Edit" step. Review the list of warnings below and determine if any changes are necessary. ======
64 )))
65
66 1. (((
67 ====== ======
68
69 *
70
71 ====== Once all the warnings have been reviewed, and any necessary changes completed, click "Next Step" and follow the instructions at the top of the Form Viewer to return to the eFile process. ======
72 )))
73
74 ====== ** ** ======
75
76 ====== **B. Update information in the accounting/payroll software.** ======
77
78 1. (((
79 ====== ======
80
81 *
82
83 ====== Click "Close". ======
84 )))
85
86 1. (((
87 ====== ======
88
89 *
90
91 ====== The form will automatically return to the "Review / Edit" step. ======
92 )))
93
94 1. (((
95 ====== ======
96
97 *
98
99 ====== Close the form, click "No" when prompted to save your work-in-progress. ======
100 )))
101
102 1. (((
103 ====== ======
104
105 *
106
107 ====== Update the information in the accounting/payroll software that is causing these warnings. For questions on how to update/change the information, please contact your accounting/payroll software support team. ======
108 )))
109
110 1. (((
111 ====== ======
112
113 *
114
115 ====== After updating the information in the accounting/payroll software, generate a completely new form. ======
116 )))
117
118 === ===
119
120 === **II. Editable Errors** ===
121
122 ====== The second level of errors are editable. These include items that can be changed on the form before submitting the filing, or can be changed in the accounting/payroll program to permanently address the error and then generate the form again. ======
123
124
125 ====== **Example:** Invalid Social Security Number (SSN). ======
126
127 [[image:https://www.aatrix.com/files/4214/2231/4614/eFile_Form_Validation_01.png||alt="eFile Form Validation" height="461" width="556"]]
128
129 //Editable Error Screenshot//
130
131 // //
132
133 ===== **Editable Error Options:** =====
134
135 1. (((
136
137
138 *
139
140 ====== **Print** – Prints instructions including the list of editable errors. ======
141 )))
142
143 1. (((
144 ====== ======
145
146 *
147
148 ====== **Close** – Closes the Secure eFile Client and returns the form back to the "Review / Edit" step. ======
149 )))
150
151 **~ **
152
153 ====== **Editable Errors Print Instructions:**
154 \\Below is a list of error(s)/warning(s) that need to be addressed before the filing can be submitted. The error(s) will cause a federal /state agency rejection. ======
155
156 ====== **There are two available options: ** ======
157
158 ====== **A. Review/Edit the Form** ======
159
160 * (((
161 ====== ======
162
163 *
164
165 ====== ======
166
167 *
168 **
169
170 ====== Click "Close" ======
171 )))
172
173 * (((
174 ====== ======
175
176 *
177
178 ====== ======
179
180 *
181 **
182
183 ====== The form will automatically return to the "Review / Edit" step. Review the list of warnings and make necessary changes. ======
184 )))
185
186 * (((
187 ====== ======
188
189 *
190
191 ====== ======
192
193 *
194 **
195
196 ====== Once all the warnings have been addressed, click "Next Step" and follow the instructions at the top of the Form Viewer to return to the eFile process. ======
197 )))
198
199 ====== ** ** ======
200
201 ====== **B. Update information in the accounting/payroll software.** ======
202
203 * (((
204 ====== ======
205
206 *
207
208 ====== ======
209
210 *
211 **
212
213 ====== Click "Close". ======
214 )))
215
216 * (((
217 ====== ======
218
219 *
220
221 ====== ======
222
223 *
224 **
225
226 ====== The form will automatically return to the "Review / Edit" step. ======
227 )))
228
229 * (((
230 ====== ======
231
232 *
233
234 ====== ======
235
236 *
237 **
238
239 ====== Close the form, then click "No" when prompted to save your work-in-progress. ======
240 )))
241
242 * (((
243 ====== ======
244
245 *
246
247 ====== ======
248
249 *
250 **
251
252 ====== Update the information in the accounting/payroll software that is causing these warnings. For questions on how to update/change the information, please contact the accounting/payroll software support team. ======
253 )))
254
255 * (((
256 ====== ======
257
258 *
259
260 ====== ======
261
262 *
263 **
264
265 ====== After updating the information in the accounting/payroll software, generate a completely new form. ======
266 )))
267
268 ====== ** ** ======
269
270 === **III. Fatal Errors** ===
271
272 ====== The third level of errors require an entirely new form to be generated because of an invalid start and/or end date selection. The only option with this type of error is to close the form and generate a new one. If error(s)/warning(s) exist other than fatal errors, then additional instructions are provided. ======
273
274 ====== **Example:** CA DE-88 Coupon is selected for a quarter, and the monthly box is checked on the form to indicate a monthly filer. This would require a new CA DE-88 to be generated for a monthly date range. ======
275
276 [[image:https://www.aatrix.com/files/6414/2231/4615/eFile_Form_Validation_02.png||alt="eFile Form Validation"]]
277
278 //Fatal Error Screenshot//
279
280 // //
281
282 ====== **Fatal Error Options:** ======
283
284 * (((
285 ====== ======
286
287 *
288
289 ====== **Print** – Prints instructions including the list of editable and fatal errors. ======
290 )))
291
292 * (((
293 ====== ======
294
295 *
296
297 ====== **Close** – Closes the Secure eFile Client, the form, and deletes the history. ======
298 )))
299
300 ====== **Fatal Errors Instructions:**
301 Below is a list of errors that need to be addressed before the filing can be submitted. These errors will cause a federal/state agency rejection. ======
302
303 1. (((
304 ====== ======
305
306 *
307
308 ====== Click "Close". ======
309 )))
310
311 1. (((
312 ====== ======
313
314 *
315
316 ====== The form will automatically close and will be removed from the company history. ======
317 )))
318
319 1. (((
320 ====== ======
321
322 *
323
324 ====== One or more of the errors below require that a new form is generated using the correct period start and end dates when selecting the form from the form selection screen. ======
325 )))
326
327 ====== **If error(s)/warning(s) exist other than period start and end dates, there are two available options to address these error(s)/warning(s): ** ======
328
329 * (((
330 ====== ======
331
332 *
333
334 ====== Update the information in the accounting/payroll software that is causing these error(s)/warning(s).
335 \\For questions on how to update/change the information, please contact the accounting/payroll software support team. ======
336 )))
337
338 * (((
339 ====== ======
340
341 *
342
343 ====== Generate a completely new form using the correct period start and end date when selecting the form, then review the list of error(s)/warning(s) and make necessary changes on the new form. ======
344 )))