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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Submission ID status history shows refund and/or taxes due of filed returns (federal and states)
Submission ID status history shows refund and/or taxes due of filed returns (federal and states)
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JMac2021
Level 2
04-04-2024
02:12 PM
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Had a recent case where the filed state return (Iowa) differed from what was presented to the client when they signed it and the current file now. Submitted return reported $174 more due, they wanted us to schedule the payment through the software. $174 more was withdrawn than expected. What's most odd is there doesn't appear to be any changes between when the return was printed for signing and now. A change occurred and reverted without our knowledge.
It has been a chore confirming information with tax authorities, so my thoughts were if we can immediately confirm refund or taxes due amounts based on the submitted return, then we can more easily determine where the source of the problem is.
Intuit has this information already. One of their reps helped me over the phone confirm the refunds and amounts due for clients with submitted returns.
Will help in cases where the client's return is changed erroneously after filing. Or when directly deposited refunds differ when a notification letter from the IRS has not been delivered yet.
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