The majority of the time, this does not impact the states, but we have seen this impact the state being made available for pick up. There are many reports that can be run, but the following report is comprehensive:
How can I determine which state returns were successfully electronically filed?
We recommend running the Pro Web Returns – Detailed Return Report located under Management Reports
- Defaults to Tax Year 2019
- Enter a Start Date and End Date
- Select the checkmark next to the EFIN (even though there is only one)
You can either select Run Report or Run report for Export. Either way, you may want to export the data so you can sort it
What information does this report give me?
- Group Name (Will be blank)
- EFIN
- Last 4
- First Name
- Last Name
- Telephone
- Federal Status
- Federal Return Type (e-file, paper, direct deposit, direct debit, etc)
- Federal Refund (negative if balance due)
- State (state abbreviations…If the return had more than 1 state, the return will have multiple rows)
- State return type
- State Refund
- State Status
- You are looking for blanks where the state refund/balance due is no $0.00 and return type is not paper and the federal return is not marked as “in progress”
- Stated date (date return was started)