Manually Posting a Valid Tax Form

When a tax form uploaded in batch passes validation it transitions to Ready for Posting and then transitions automatically to the Posted state. However, any tax form that has had manual intervention prior to its transition to Ready for Posting is ignored by the batch process that attempts to transition Ready for Posting forms to Posted. This is to safeguard against a situation where a user is still working on a tax form. For example, a tax form may have passed validation, but upon review the user may identify information that needs to be corrected (and will therefore be re-edited to resolve the issue). The user does not want the tax form to get inadvertently processed by the tax form batch process.

The following are examples of tax forms in the Ready for Posting state that do not automatically transition to Posted:

Use this procedure when a manually added or corrected tax form is ready to be posted.