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Using Return Query

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📊 Using the Return Query

Step 1: Open the Search Tool

Access the query tool from the main application menu.

Click File in the top left corner of your program window and select Search/Query for Taxpayer...

Step 2: Filter and Find

Use search filters to locate specific client files.

The Return Query window offers multiple search options and filters (such as SSN, Name, or E-file Status). Once you have located the correct taxpayer, click on the return to open the Status window.

Step 3: Check Return Status

Review transmission dates and processing details.

The Status window displays vital information about the return, including:

• Sent Date: When the e-file was transmitted.
• Received Date: When the IRS/State acknowledged the return.
• Financial Info: Earned income and other baseline data.

Step 4: Troubleshoot Rejections

Find out exactly why a return was not accepted.

If a return has been rejected, click on the Reject tab in the Status window. This will display all pending rejection codes and descriptions for that return, allowing you to make the necessary corrections.

Tags: install