8.3.1 Searching E-Files

This section explains how to filter E-Files using different search criteria. The filtered E-Files are displayed in the E-File list section. From this E-File List section, you can open the E-Files to take further action.

To search E-Files, follow these steps:

  1. Go to the E-Filed Status tab.
  2. Enter the information in the fields.
    Table 30:

    Table 8-2 E-File Search Bar Fields

    Fields Description
    Report Name Enter the name of the regulatory report for which the E-File is generated. Wildcard searches are supported using % as the wildcard symbol.
    Jurisdiction

    Select the jurisdiction from the drop-down list to display E-Files generated for the reports mapped to the selected jurisdiction.

    NOTE: Only configured domains are displayed in the drop-down list for the logged-in user.

    Case ID Enter the Case ID of the report.
    E-File Generated By Select a user role to search for E-Files generated by the selected user.
    E-File Generated =>

    Select the E-File generated to date from the calendar to display E-Files created from this date.

    NOTE: By default, the date range is set to one day difference (for example, 03/23/2022 to 03/24/2022). If you do not enter the date range, a warning message is displayed.

    E-File Generated <=

    Select the E-File generated to date from the calendar to display E-Files generated until this date.

    NOTE: By default, the date range is set to one day difference (for example, 03/23/2022 to 03/24/2022). If you do not enter the date range, a warning message is displayed.

  3. Click Search. The relevant search list is displayed in the E-File List section.