ACA – Instructions for identifying Potential Returns impacted by no ACA

(1) Login as a user that can run reports

(2) Click Select on Reports

(3) Click Select on Management Reports

(4) Click Problem Returns Report

(5) Click EFIN selection

(6) You must select the EFIN (even though there is only one EFIN listed)

(7) Click Run Report

Note:  If there are NO potential returns the report will be blank

If there are potential returns prepared at your site, it will include the following information

  • EFIN
  • Last 4 of SSN
  • First Name
  • Refund at the time the return was filed
  • Balance Due at the time the return was filed

Note:  If your site has prepared under 999 returns, you can search by last 4.

Note:  If your site has prepared over 999 returns, you will have to first by first name and compare the last 4 to your list

Blog posted 03/23/2017              6:25 AM EST

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