If you're using TaxWise to file returns and encounter a rejection, it's essential to understand how to review reject codes to identify and resolve the issue. Here's a step-by-step guide to help you check reject codes in TaxWise:
Step-by-Step Instructions
Navigate to the Tax Returns Tab
Begin by accessing the Tax Returns tab in TaxWise. This is where you can view the submission status of the return.
Click on Reject
Once in the Tax Returns tab, click Reject to access rejected submissions.
Click More Info
Select the More Info option to proceed further into the reject details.
Enter Taxpayer Details
Input the taxpayer’s Social Security Number (SSN) without any dashes.
Select the relevant tax year associated with the reject code.
Press Search to locate the necessary information.
Select the Most Recent Reject Entry
After the search results are displayed, click Select next to the most recent reject entry for the return in question.
Access Reject History
Click Reject History to view the detailed reason for the rejection. This section provides a comprehensive explanation of the issue.
Review and Resolve
The reject reason will be presented in detailed IRS language. Carefully review the explanation to understand what caused the rejection.
Make the necessary corrections to the return based on the provided details.
Once the issues are resolved, resubmit the return for processing.
Additional Resources
For a visual, step-by-step walkthrough, you can follow this detailed tutorial: TaxWise Reject Code Tutorial.