e-File Atlas

Status Activity Report

Status Activity Report

To generate a report displaying the e-file status for multiple clients:

Select the clients you want to include in the report. You can select multiple clients using the Group Select feature. Click the Select a Group of Clients icon on the toolbar.

On the E-File menu, select Status Activity Report.

In the list at the top of the window, choose a report type.

Click Complete Activity for the complete e-file history for the selected client(s), including the reason for rejection, if applicable.

Click Condensed Activity for a one-line summary for the selected client(s), including the client number, social security number, DCN, type of electronic return, dates the e-file return was sent and received, and when the return was accepted or rejected.

Select the check box(es) next to the status(es) you want to include in the report.

Although the report automatically previews when you open this window, you may need to click Preview to view the report if you make different selections (as in steps #3 and #4). You can also click Print to print the report.

Click Close to close the e-file Activity Report window.