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How to Check the Accepted/Rejected and Signature Status in TaxWise
How to Check the Accepted/Rejected and Signature Status in TaxWise
Angelica Acebes avatar
Written by Angelica Acebes
Updated over 2 months ago

Checking the status of a tax return in TaxWise is simple. Follow these steps to see whether a return has been accepted, rejected, or if signatures are pending.

Steps to Check Return and Signature Status

  1. Go to the Tax Returns Tab

    • Open TaxWise and navigate to the Tax Returns tab.

  2. View Acceptance or Rejection Status

    • Under the US e-file and State e-file columns, you will see whether the return has been accepted or rejected.

  3. Check Signature Status

    • In the eSignature column, you can check whether your client has signed the necessary documents.

Additional Resources

For a visual step-by-step guide, check out this tutorial:
Tutorial: How to Check the Accepted/Rejected and Signature Status in TaxWise

By following these steps, you can easily verify the status of tax returns and signatures. Always double-check entries to avoid issues. If you encounter difficulties, refer to the tutorial above or contact support for assistance.

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