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GetYourRefund account statuses

Account statuses and what they mean

Updated over 3 weeks ago

The table below indicates what you might see and what action you might need to take depending on your progress!

*The images below are screenshots.

What you’ll see

Progress

What you need to do

You have not finished answering all the tax questions so we cannot start your return.

10% complete progress bar

Login and find this button to complete your intake:

Button that says Complete tax questions

Your tax team is going to schedule an initial review call with you.

45% complete progress bar

Reply to your tax team when they reach out to you.

We need more documents from you to start your tax return.

45% complete progress bar

Review your tax team's messages to see what they need to finish your intake. Login and upload the requested information:

Button that says Add missing documents

If you've already added the documents requested of you, don't be alarmed if you still see this button. The tax team will update your status soon.

Your tax team is going to schedule a final review call with you.

85% complete progress bar

Reply to your tax team when they reach out to you.

If you have any questions, you can use this time to ask!

We are waiting for a final signature from you.

90% complete progress bar

Login and find this link:

Hyperlink that says Download final tax papers

Review names, social security numbers, and bank account information to make sure they’re correct.

Do NOT sign without reviewing your return first! Filing a tax return with incorrect information can delay your refund.

If everything looks good, click the button to sign:

Button that says Add final signature

Your tax team needs your signature to e-file the return.

Your return is being filed.

95% complete progress bar

You don't need to do anything.

Your tax team e-filed your return and is waiting to hear back from the IRS and/or state about whether it was accepted or rejected.

Completed: month-day-year-time

100% complete progress bar

Your tax return was e-filed and accepted by the IRS and/or state for processing!

If you’re getting a refund OR if you paid owed taxes via direct debit, you don't need to do anything.

If you owe taxes and opted to pay that via check, mail the payment as soon as possible.

Your return has been rejected.

N/A

Reply to your tax team when they reach out to you.

Contact your tax preparer with any questions.

This return is not being filed.

N/A

Your tax team wasn’t able to proceed with your return. If you’re unsure why your account was closed, contact support@getyourrefund.org with your name and GetYourRefund Client ID number for more information.

Contact your tax preparer with any questions.

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