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Return Query


🔍 Return Query

If you want to view the current status of a sent return, the software allows you to quickly check on your returns. For Rejected returns, you can even find out why they were rejected.

⚠️ Before You Begin

You will need to be signed into your online software.

📊 Step-by-Step Guide

Step 1: Open the Tax Returns tab

Use this when you need to view the status of a sent return.

While signed into your online software, go to your Tax Returns tab. You should see all of your returns listed.

Whether they were Rejected or Accepted will show as an underlined word.

                                   

Step 2: Open the return query window

Use this when you need more details about a specific return.

A smaller window will open giving you some information about the return.

You can click the blue More Info text in the window to actually open the return query in another window.

You may have to sign into the software again, afterwards you will see the return query window.

                             

Step 3: Enter SSN/TIN to view return details

Use this when you need to view details about the return.

In this window, enter any SSN/TIN and you can view details about the return.

📞 Still Need Help?

If you are having trouble, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



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