Checking E-File Status for Client Returns
Quickly check the Federal E-filing status:
- From within your TaxAct Professional Edition program, click Clients in the options bar to view the Client Manager screen (if it is not already visible).
- Look at the Fed EF Status column for your client to quickly see their federal e-filing status.
Check the complete e-file status in the TaxAct program:
- From within your TaxAct Professional Edition program, click Clients in the options bar to view the Client Manager screen (if it is not already visible).
- Click Professional Reports to view the Professional Reports screen.
- Click the Refresh Professional Reports icon to refresh the latest information.
Check the complete e-file status on the TaxAct website:
- Sign in to your TaxAct online account.
- Click Professional Reports to view the latest information.
If you can’t find your client’s e-filing status:
- Verify that their information is accurate in the return (if any information needs to be changed, you need to e-file again):
- Primary taxpayer’s social security number (SSN)
- Primary taxpayer’s last name
- Zip code
- Verify that you successfully completed the e-filing process:
- You may have progressed as far as printing but have not actually submitted the return electronically.
- You may have unknowingly selected to paper file the return instead of electronically filing.
- You may have clicked Submit Later instead of Submit.
If it’s been more than 24 hours, you haven’t received an e-mail confirmation, and you can’t find your client e-filing status, the return was not successfully e-filed. You need to e-file again.