1040-SR | How to Check the Status of a Tax Return

Owned by Sigma Tax Pro
Last updated: Feb 14, 2024
4 min read

To check the status of a tax return (e-file status, bank product status, etc...), we'll need to go to the Client Status Utility, which can be accessed two different ways.

1st Way:

Right Below the toolbar, you’ll find it among these buttons.

 

2nd Way:

From the Main Menu (Quick Menu), select Client Status

 

To locate the return you want to check the status of, you can enter the SSN as shown below

Or click Client List, and select the return from the list

 

You can get all the information you’re looking for from these tabs:

 

QuickView:

  • IRS Center: Where the return was processed.

  • IRS Code: The status, whether Accepted or Rejected after the return has been acknowledged by the IRS.

  • Bank Date (For bank product returns only): The date the bank application was sent to the bank.

  • Bank Code (For bank product returns only): either Accepted or Rejected after the application has been acknowledged by the bank.

  • Federal Due/Refund: The amount due or the anticipated refund per the tax return.

  • Federal Deposit (For bank product returns only): The date and the amount of the IRS funding.

  • State Deposit (For state bank product returns only): The date and the amount of the state funding.

  • Check # and Check Amount  (For bank product returns only): The check date and amount from the check printed for the taxpayer.

  • Prep Fee: Total Preparation Fee billed on the return.

  • E-File Fee: E-File fee billed on the return.

  • Other Fee: Additional fees for partner products and for service bureaus.

  • Total Fees: Total fees charged along with a "Paid" or "Not PD" indicator.

 

Summary:

The Summary tab shows information about the client's tax return, including details about the refund or bank transmission, depending on the type of return that was filed.

  • IRS Transmission Summary: Summarizes the IRS transmission details.

  • IRS Accepted Ack Summary: Summarizes the IRS acknowledgement details.

  • Bank Code (For bank product returns): Shows the status code as assigned by the bank.

  • Refund Summary (For bank product returns): Shows the deposit amounts and dates for federal and state refunds.

  • Fee Summary (For bank product returns): Shows the various fees included and the date received.

  • Electronic Payment Summary (For bank product returns): Shows direct deposit information.

  • Checks Printed (For bank product returns): shows checks printed by the bank.

 

Acks:

The Acks tab shows all the acknowledgements received for the return. Each time the return is transmitted to the IRS, a separate row beginning with the date will appear on the Acks Tab.

  • IRS Acknowledgements

  • State Acknowledgements

 

State:

The State tab shows the state, the electronic filing type on the return, return type (resident, non-resident, part-year), refund or amount due, transmission date, if accepted or rejected, and acceptance date.

 


Other

This tab shows a secondary phone number, the taxpayer's AGI, total tax, withholding, EIC, and the refund or amount due from the tax return.

Notes

The Notes tab allows the preparer to enter their own notes about this tax return. This is the same function as the return notes accessible by right-clicking the tax return in the Client List.

 

Refund Status Button:

This button directs you to the IRS "Where's My Refund?" web page, where you can enter the client SSN, the filing status, and the refund amount, and click Submit.