3.3.9.1 Changing the E-File Status to E-File Transmitted

When an E-File is in E-File Generated or Filed – Regenerated status, you can change the status to E-File Transmitted if the submission was accepted on the BSA filing site without warnings or errors.

Note:

This does not apply if you are using SDTM batch e-file submission.

To change the status of an E-File to E-File Transmitted, follow these steps:

1. On the E-File Details page, click E-File Transmitted. The Actions window displays.
2. Enter the required fields as explained in the following table:

   Field	Description
   E-File ID	This field pre-populates the selected E-File ID. This field is not editable.
   BSA Tracking ID	Enter the BSA Tracking ID exactly as it appears on the BSA filing website.
   Standard Comments	Select the standard comments from the list.
   Comments	Enter comments in this field.

3. Click Save. A confirmation window appears.
4. Click OK. The status of the E-File is changed to E-File Transmitted.
5. If you click Save and Attach, a confirmation window appears. Click OK. An Actions window displays.
6. Click Attach File. Select a file to attach. Click Upload. The attachment is added to the record. The status of the E-File is changed to E-File Transmitted.