Status Reports tracks the status of tax returns. Status Reports are useful for creating lists of returns that need specific steps to complete the tax preparation process.
Rejected Returns: provides a list of clients that are rejected by the IRS. You may sort this report by Taxpayer SSN, Taxpayer Last Name, Reject Date, and IRS DCN. You may group the report by Site, EFIN, Preparer, or Reject Date. Additionally, you may filter your results by specifying a starting and ending date.
Refund Transfers: provides a list of clients that request direct deposit of their bank product. You may sort this report by Taxpayer SSN, Taxpayer Last Name, Receipt Number, Preparer EFIN, or Preparer Site. You may group this report by Site, EFIN, Preparer, or Check Date.
Check(s) Ready: provides a list of clients that have checks ready to print. You may sort this report by Taxpayer SSN, Taxpayer Last Name, Receipt Number, Preparer EFIN, or Preparer Site. You may group the report by Site, EFIN, Preparer, or IRS Ack.
Declined RAL’s: provides a list of declined Refund Anticipation Loans. You may sort this report by Taxpayer SSN, Taxpayer Last Name, or IRS ACK date. You may group the report by Site, EFIN, Preparer, Creation, Modified, or IRS ACK. Additionally, you may filter your results by specifying a starting and ending date.
State ACKs/Rejects: provides a list of acknowledged state returns, along with their status, including state rejections. You may sort this report by IRS DCN, Taxpayer SSN, Taxpayer Last Name, or State ACK Date. You may group the report by Site, EFIN, Preparer, Creation, Modified, or IRS ACK. Additionally, you may filter your results by specifying a starting and ending date, entering a state code, and specifying an ACK Date.
Status by Creation Date: provides a list of returns, including their status, all within a specific creation date. You may sort the report by Return DCN, Taxpayer SSN, Taxpayer Last Name, or Return Creation Date. You may group the report by Site, EFIN, Preparer, Creation, Modified, or IRS ACK. Additionally, you may filter your results by specifying a starting and ending date or entering a Status Code.
Status by Modification Date: provides a list of returns including the date the return was last edited. You may sort this report by Taxpayer Last Name, Taxpayer SSN, or Return Modified Date. You may group the report by Site, EFIN, Preparer, Creation, Modified, or IRS ACK. Additionally, you may filter your results by specifying a starting and ending date or entering a Status Code.
Status with Prep Fees: similar to the Status by Creation Date Report, this report includes Tax Preparation fees. You may sort this report by IRS DCN, Taxpayer SSN, Taxpayer Last Name, or Modified Date. You may group this report by Site, EFIN, Preparer, Creation, or IRS ACK. Additionally, you may filter your results by specifying a starting and ending date or entering a Status Code.
EDT Status Report: provides a list of Form 4868s, Application for Automatic Extension, including their status. You may sort this report by ETD Status, Taxpayer SSN, Taxpayer Last Name, or ETD DCN. You may group the report by Site or ETD Status. Additionally, you may filter your results by specifying a starting and ending date.