Return Query

Modified on Wed, 25 Sep at 3:36 PM

If you want to view the current status of a sent return, the UltimateTax Online software allows you to check on your returns quickly. For Rejected returns, you can even find out why they were rejected.

While signed into your online software, go to your Tax Returns tab. You should see all of your returns listed. Whether they were Rejected or Accepted will show as an underlined word. 

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A smaller window will open, giving you some information about the return. You can click the blue More Info text in the window to actually open the return query in another window. You may have to sign into the software again.  You will see the return query window. In this window, enter any SSN/TIN, and you can view details about the return.

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Additionally you can find a link for Return Summary Search that allows you to look up a return and view information such as income, refund/balance due, rejection and acceptance history. This button can also be found in the same location while in a return. This allows you to view the information for another return while within a return.

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