Check Your Client’s and Entity’s Status With TaxSlayer Pro

During tax season, many clients want to know if their return was approved and when they will be receiving their refund. With all the other stresses to worry about, TaxSlayer Pro wants checking your client’s and entity’s statuses to be simple and easy.

 

To View Client Status 

TaxSlayer Pro offers the Client Status utility to check on the e-file status and bank product information for your clients. You can check the status of a tax return from several places throughout the program. From the Main Menu of TaxSlayer Pro select:

1.       The Icon at the top of the screen. Enter the SSN of the client to view the status of their return.

OR

2.       Select Client Status from the numbered menu at the TaxSlayer Pro Main Menu.

OR 

3.       Right Click any blank area of your screen to bring up a list of options and select View Client Status from the list.

 

 

To View Entity Status 

You can check on the status of a business return using either of the following methods.

From the Main Menu of TaxSlayer Pro, select:

·         Business

·         View Entity Status

·         Enter the EIN of the business you want to check the status for, or click on the box to the right of the EIN entry box to display a list of all business returns. Select the IRS and Acks tabs to view current information on the federal return. Select the State and State Acks tabs to view current information on the state return.

OR

·         Right Click any blank area of your screen to bring up a list of options and select View Entity Status from the list. Enter the EIN of the business you want to check the status for, or click on the box to the right of the EIN entry box to display a list of all business returns. Select the IRS and Acks tabs to view current information on the federal return. Select the State and State Acks tabs to view current information on the state return.