ELF (All Entities): Using the advanced filtering options within the Electronic Filing Status window

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The Electronic Filing Status window provides unprecedented flexibility to identify clients which match specific criteria through the use of filtering, which operates much like the filtering functionality within Microsoft Excel. This topic serves as an index of topics which demonstrate different filtering scenarios within the Electronic Filing Status window.

Topic numbers are listed below alongside the topic title and brief description of the scenario which the topic aims to address.

Title Description
ELF (All Entities): Filtering the ELF Status window based on Date Modified This case demonstrates how to use the filtering options to view only those clients changed within a certain time period (i.e. in the past week).
ELF (All Entities): Filtering the ELF Status window based on Acceptance and Form 9325 print status This case demonstrates how to use the filtering options to view those clients who have received an Acceptance Acknowledgement, but Form 9325 has not yet been printed (and other similar scenarios).
ELF (All Entities): Filtering the ELF Status window to view EFW filers This case demonstrates the way in which the ELF Status window can be configured to generate a report of those clients who have requested an Electronic Funds Withdrawal (EFW) from the IRS or state tax authority.

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