Important Notes to Remember When Creating a Batch

1. Each form type (e.g. B and C series) must be added to separate batches; you cannot include both form types within the same batch.

2. Batches are created by form year; for example, you cannot include a 2015 B series form in the same batch as a 2016 B series form.

3. In order to use's fulfillment service (print/mail or e-filing), your batch must be locked and in order to lock your batch, it must pass all edit checks. If any forms in your batch have "Error" edit checks present, these will need to be resolved prior to locking; "Warning" edit checks will allow your batch to be locked.

4. Corrected forms cannot be included in the same batch as original forms.


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