How to Run a Status by Creation Date Report

The Status by Creation Date report

The following steps to generate a Satus by Creation Date report are provided below:

1. Log into the program as a user with administrator rights.

2. From the top menu, select Reports->Status Reports->Status by Creation Date.

3. In the Sort By drop down list, choose the applicable sort option.

4. In the Group By drop down list, choose the applicable grouping option.

5. In the Minimum and Maximum Return Creation Date fields, enter the desired date range in the format indicated.

6. To view the report on the screen, click the Quick View Button.

7. To print the report, click the Print Button.

Information Displayed on The Report:

* SSN – The taxpayer Social Security Number

* Last Name – The taxpayer last name

* Created – The date on which the return was created

* Status – The current status of the return

* Refund – The refund on the return

* Rfd Type – The distribution method of the refund

* EFIN – The EFIN used in the return

* DCN – The DCN of the return

* Fee – The tax preparation return charged for the return