Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- ProSeries Tax
- :
- ProSeries Tax Discussions
- :
- 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)
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
JMac2021
Level 2
a month ago
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
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 $174 more was withdrawn than expected.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.
Labels
