How to place an order

  • Updated

1. For each form that you want to add to your cart, click the cart icon in the Add to cart column. You will need to do this for each form you are adding.


Image of the Home page with a callout on the Add to cart column.

You can also click the Bulk actions drop-down and select Add all to cart or Add selected to cart to add multiple forms at once.


2. Once you have added the forms you want to file to your cart, click My Cart.


Image of the Home page with a callout on the My Cart button.

3. Check that all the forms listed in your cart are those that you want to submit. Next, select the type of filing service you would like for each form by clicking the Service tab. Finally, you can download reports for your order by clicking Summary Report and Totals Report.


Image of the My Cart page with callouts on the Summary/Totals Report buttons and the Service tab.

4. Once all forms are in your cart and have the correct service selected, click Secure Checkout.


Image of the My Cart page with a callout on the Secure Checkout button.

5. On the Terms of Service page accept the terms of service by clicking the checkbox and then clicking Continue.


Image of the Terms of Service page with a callout on the Continue button.

6. If this is your first order, enter your billing and payment information first. If you’d like to update your payment information you can click Change this Card.


Image of the Payment information page with a callout on the Change this card button.

7. Click Review your order.


Image of the Payment information page with a callout on the Review your order button.

8. On the Review and pay page you can review your order and select from eFileMyForms' Add-on services and Processing options. To include an add-on service in your order, just click the Add button for the service you want. You also have the option to use Standard or Scheduled processing. Scheduled processing allows you to delay the processing of your order to a specified date.
 
Image of the Review and pay page with callouts on the Add-on services box and the Processing options box.

9. Finally, click Submit and Pay to place your order.

Image of the Review and pay page with a callout on the Submit and Pay button.

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