How Can I Check Client's Status?

From the client status, you get access to vital tax return information such as:

Whether the bank products have been utilized and their current status
Status of state and federal transmissions.
The history of the return; the preparer of the return, the expected balance or refund, alterations to the AGI and preparation fees.

To access client status you can use either of the two sets of instructions below:

To access client status:

On the Welcome page, go to the menu on the left and select Client Status. You will be led into a different window.
Next to the taxpayer’s name, there’s an info icon. Click on it.
You will then be able to view and review the taxpayer’s information.
When done, click CANCEL.

To access client status: