Requesting refiles in Console
Resolve filing blockers efficiently through Console to keep tax submissions on track.
What is a blocker?
During filing, blockers may be added to company filings as information as received from agencies or analysis is done on the filings. A blocker is a specific reason a filing can't be submitted: a missing EIN, an invalid SSN, an incomplete third-party authorization, and so on. Resolving the blocker is the responsibility of the partner and the employer. Blockers can be resolved at any time via Console or by integrating with the API. This article focuses on the process of managing blockers via Console. To review the process to manage blockers via API, see our API docs.
How to request a filing after a filing was blocked?
Once all of the blockers are removed from a filing, the status of the filing will update to pending within 24 hours and it will be queued for filing with Check’s team. No further action is needed from you or the employer once the blockers are removed.
What is a delayed filing?
When a filing receives a blocker, it moves to a blocked state. If all of the blockers are removed after 8 business days prior to the period end, then any filing done after the closed_at datetime will be billed for a delayed_filing.
Managing blockers in Console
You can view and resolve blockers directly from the Tax Filings page in Console — no support ticket required for most blocker types.
- Open the Tax Filings page and select the filing you want to inspect.
- A status banner at the top of the filing details tells you its state at a glance:
- A red banner — "Blocked from filing — N blockers found" — means the filing has one or more blockers.
- A yellow banner — "Filing is on hold" — means you've intentionally paused the filing.
- No banner means the filing is proceeding normally.
- Switch to the Manage filing tab. The tab label shows the number of active blockers.
- Under Resolve blockers, each blocker appears as its own card showing:
- The blocker type and the date it was added.
- (Optional) A note added by a Check operator with more details
- Links to the affected resources where relevant (for example, the specific employees missing a valid SSN, or the unfunded payrolls).
- Resolve each blocker according to its group (see below). Some are fixed by entering a value inline, some by confirming you've completed an action elsewhere, and some require a support ticket.
- When all resolvable blockers are cleared, the filing will be queued with Check automatically.
Two other actions on the Manage filing tab
- Opt out from filing — If a company isn't liable for a tax, opting out discontinues future filings for it. Filings after the later of the last wages or last successful filing are marked inapplicable.
- Hold a company filing — Temporarily pause a filing when you need more time to review or gather information. The filing is held until you manually release it. This places a
held_by_customerblocker on the filing, which must then be removed when you are ready to file it.
Blocker groups
Every blocker falls into one of four groups, which determine how you resolve it.
1. Setup-parameter input
Action needed: Fix the underlying data
These blockers are cleared by correcting the underlying data — typically an ID or rate stored on the company. They cannot be removed manually; once you provide or correct the value (inline in Console or via the Setup Parameters API), the system removes the blocker automatically.
Blocker | What it means | How to resolve |
applied_for_tax_id | No ID has been provided for an account the agency requires to file. | Enter the actual EIN / tax ID. The blocker clears automatically. |
invalid_tax_id | The provided ID was marked invalid by the agency. | Correct the tax ID. The blocker clears automatically. |
invalid_tax_rate | The tax rate on file was rejected by the agency. | Enter the correct rate from your agency documentation, with an effective date covering the filing period. |
company_bad_standing | A debit failed (or the company is otherwise not in good standing), so funds aren't available. | Resolve the failed debit / standing issue. The blocker clears once resolved. |
missing_tax_funds | One or more payrolls are unfunded, so the tax liability isn't fully covered. | Fund the remaining amount. The blocker clears once funds are received. |
2. Console-resolvable
Action needed: Confirm action was taken with the agency and click Resolve
These blockers require an action outside of Check — at an agency portal, or by the employer — that Check can't detect automatically. Complete the external action and then remove the blocker.
Check does not verify that the external issue was actually fixed. You're responsible for resolving it first. If you request a refile before the issue is fixed, the filing will be rejected and re-blocked.
Blocker | What it means | How to resolve |
held_by_customer | The filing is on hold at your request (shown as a yellow banner, not a red one). | Release the hold when you're ready, then request a refile. |
fein_tax_id_mismatch | The FEIN provided does not match the FEIN associated with the State EIN on file with the agency. | Review the IRS and state issued ID documentation and portal to identify the issue. |
inactive_account | The company's account with the agency is inactive. | Have the employer reactivate the account (or opt out if not liable), then request a refile. |
incorrect_account_setup | The agency account setup is incorrect (e.g., filing frequency or registration). | Correct the setup with the agency, then request a refile. |
incorrect_experience_factor | The experience Factor provided is incorrect for this employer. | Review the agency portal to find the correct one and then update the system. |
invalid_ssn | One or more employees don't have a valid SSN. | Update the affected employees' profiles with valid SSNs. |
missing_prior_quarter | A prior quarter's filing data is required before this filing can proceed. | Provide the prior quarter data or correct the registration date, then request a refile. |
not_liable | The company may not be liable for this tax. | Opt out of the filing if not liable, or dispute with the agency and request a refile. |
poa_failure | Power of attorney has failed or expired. | Have the company owner/officer re-sign via Filing Authorization, then request a refile. |
tpa_failure | Third-party authorization hasn't been granted for this agency. | Have the employer complete TPA authorization at the agency portal, then request a refile. |
tpa_inactive | We have Third-Party Administrator (TPA) access on file, but it does not cover the filing period required for this return. | Update the covered periods with the agency to include the one blocked. |
tpa_incorrect_access | We have Third-Party Administrator (TPA) access on file, but the current access level does not permit filing for this account. | Contact the agency to update access to the correct level that allows us to file on the company’s behalf. |
tpa_linked_to_other_provider | Third-Party Administrator (TPA) access is on file with another provider and must be switched over with the agency. | Contact the agency to switch it over to Check. |
3. Not resolvable in Console
Action needed: Create a support ticket with Check
These blockers need operator investigation or documentation that can't be supplied through Console or the API. In Console their resolve action is disabled and a Create support ticket note is shown. Open a ticket with Check Support and provide the requested documentation.
Blocker | What it means | How to resolve |
customer_filing_required
| The filing requires remitting penalty and interest payments to complete the original filing. Since this value can change between the time funds are collected from the customer and when they are remitted to the agency, it is best for the customer to file and pay directly. | Instruct the customer to file the tax directly in order to pay penalty and interest with the filing. |
filed_by_customer | Another provider has already filed for this period. | Open a support ticket and provide a copy of the original filing so it can be amended. |
incorrect_risk_class_code | The risk class code provided is an incorrect risk class code for this employer. | Review the agency portal compared to Check’s system to determine what is incorrect and resolve it. |
late_company_reactivation | The company was reactivated after the filing period closed. | Open a support ticket to arrange a manual filing. |
missing_historical_data | Historical payroll data from a prior provider is needed to reconcile with agency records. | Open a support ticket so Check can reconcile the records. |