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
Go to the Tax Returns Tab
Open TaxWise and navigate to the Tax Returns tab.
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.
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.