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March 25, 2021
Question

How to enable Refile Option in 2018 ProTax? Apparently I followed all steps (Duplicate Return, T1 Refile form) but to no avail. Refile option is still greyed out.

  • March 25, 2021
  • 1 reply
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1 reply

Rebecca R
March 25, 2021

Hello usersehrish,

 

I love that you're using the ReFILE option that's available to QuickBooks Online Accountant users through Pro Tax. Mistakes happen and we know that which is why we give you the option to refile or amend a return after it's been transmitted. It sounds like you've done a great job following the steps, but it appears that there's an issue preventing you from completing the process. Let me give you a hand.

 

If you haven't already referred to our article on the ReFILE feature, check it out here for the full step-by-step instructions on how to ReFILE a return: ReFILE or amend a T1 or T2 return in Pro Tax.

 

If you're sure you've followed all of the steps correctly, it's worthwhile to run through the browser and internet troubleshooting steps below. That'll help to determine whether the issue lies within QuickBooks and Pro Tax, or whether it's an issue with the images and files stored in your internet browser. 

 

 

If the above options still don't allow you to proceed with the ReFILE, reaching out to our team of support experts is the next best option. They'll be able to do a screen share so that they can see exactly what you're seeing and help you get to the bottom of the problem. Here's how you can reach out:

 

Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat
Social MediaFacebookTwitter, and Instagram.

 

Take care and let me know if you have further questions or concerns that I may be able to assist you with!