Checking the e-file Status

Facts

Use the Client Status feature to view the e-file status of TUT-EF-1.

Program Considerations

Just as you can use the Client Status feature to track work in progress, you can also use the Status feature to check the Status of an individual e-file return. For e-file clients, the program creates an additional tab in the Status window.

You can also check the status of multiple clients by using the Database Reports feature. This allows you to view and print reports containing the various e-file statuses.

How?

To check the e-file Status (All Clients View):

1. Select TUT-EF1 in the client list.
2. On the Client menu, select Status or press [F4].
   
3. Select the e-File Status tab.
   

   This displays the electronic filing status for the client.

   

4. Click OK.

To check the e-file Status (e-file Clients View*):

1. Click the status hyperlink in the Fed EF Status or State EF Status columns on the client list.
   

   This displays the e-file status for the client.

   

2. Click OK.

   *see Tips and Shortcuts below

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

1. 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.
2. On the E-File menu, select Status Activity Report.
   
3. 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.

4. 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.

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

Tips & Shortcuts

Utilize the e-file Clients View at the Clients tab by selecting e-File Clients on the View menu

or click e-file Clients in the Views list.

By default, the program displays the following columns that can be useful for e-filing:

• Client Full Name, last name first
• e-file Status (Federal)
• e-file Status (State)
• Client Number
• Taxpayer Social Security Number
• e-file DCN / Return ID
• Extension Status (Federal)

You can adjust which columns appear at the e-file Clients View at the Display tab of the Options.

Review

You should now understand how to view and print the e-file status for an individual return or a group of returns.

Troubleshooting

Problem: The activity report is empty when I view or print it.

Solution: Make sure that you highlight the clients to include in the report before you open the report. You must also ensure that the selected clients have been designated as e-file returns.

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