How to run the IRS Acknowledgement report
How to run the IRS Acknowledgement report
SUMMARY
This article provides information on the IRS and State Acknowledgements Report.
MORE INFORMATION
The IRS Acknowledgment Report lists federal and state returns acknowledged by the IRS or state tax authority.
How to view the IRS and State Acknowledgement Report
To generate the IRS and State Acknowledgements Report, follow these steps:
- On the Reports menu, point to IRS ACKs and then click IRS and State Acknowledgements.
- In the Sort By list, choose the applicable sort option.
- In the Group By list, choose the applicable grouping option.
- In the Minimum and Maximum IRS ACK Date field, type the applicable dates in the MMDD format – for example, for January 1 type 0101.
- Click Quick View and then click Print.
Report Fields
The following information is displayed on the IRS and State Acknowledgements Report:
Report Field
Description
Site
Site Identification Number
Preps Code
Paid Preparer’s Identification Number
SSN
Social Security Number
Last Name
Taxpayer Last Name
First Name
Taxpayer First Name
Ack Date
IRS Acknowledgement Date
Status
Current Status of Return
Refund
Refund Amount
Rfd Type
Refund Type Designator
EFIN
Electronic Filing Identification Number
State ID
First State Designator
Reporting Options
You can use the following report options when generating the IRS and State Acknowledgements Report.
Sorting Options
You can sort the IRS and State Acknowledgements Report by the following fields:
- IRS DCN
- Taxpayer SSN
- Taxpayer Last Name
- IRS ACK Date
Grouping Options
You can group information in the IRS and State Acknowledgements Report by the following:
- Site
- EFIN
- Preparer
- IRS ACK