Using The Return Query For Up To Date Return Info

Posted at January 22, 2015

Using The Return Query For Up To Date Return Info featured image

Checking the status of any return is very easy to accomplish. Below are the steps in the program to ensure your statuses are up to date and correct.

  • Inside the program – please go to Communications >> Get Acks & Updates or Click the “Get Acks & Updates” button on your dashboard.
  • A communications window will pop up, and connect to the EFC to see if any available Acks are awaiting retrieval.
  • Once the communications session is successful, close the communication window.
  • There will be a box that will appear that will process the acknowledgements (a blue progress bar will show up) – once it’s complete it will disappear
  • You can enable automatic printing of acks by doing so in your Setup Assistant under the “General Options”

Now, since you have your most up to date info on your acknowledgements, you can select on your keyboard CTRL+Q. This will bring up the Return Query. Enter in the SSN that you are inquiring about and look below for the return information. If there is a rejection, click on the “Rejects” tab and look for the explanation regarding the return.

If you need further assistance, please give us a call at 563-387-8900 or email us at support@ultimatetax.com.

UltimateTax Service, Inc. is a professional tax software provider. We provide this information as a service to our clients and friends. The information we post is for your viewing and knowledge pleasure. We take all information we post seriously and stand behind what we post. However, information we post is not meant to be used as your sole position in tax cases.

Author: Mike Steele

Serial entrepreneur since 1994. Tax preparation and tax software have been my passion over the years. Bringing value to my customers has always been a priority. If it’s not great, keep trying.

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