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Return Status Schedule

The Return Status Schedule shows the status of each return in the tree, including the due date, amount due, when a payment was paid, payment type, preparer, reviewer, if there are open audits, if the return can be efiled, when the return was efiled, when the return was amended, etc.

By default, the Return Status Schedule shows the status of all returns for the module you are in, but you can filter it to display information only for the jurisdictions you wish to view. Data flows from the returns and other areas of the software into this schedule, but the schedule itself is not editable.

You may right-click on a row and choose Open to open the associated return.

Column Details:

• Description / Due Date / E-File Requirement: These columns come directly from the Filing Info Schedule.
• Return Status: This will display the Preparer Status for the return.
• Date E-Filed: This will be the date the e-filing was transmitted or the date which was manually selected as the date completed, in the case of online assistant states.
• Date Amended: This is the date associated with the most recent amended return that is printed to the Attachment Frame as the Previously Filed return whenever you right-click a form in the tree and select “Amend [State Abbreviation] [Return Name].” If you simply click an amended return checkbox on a form or electronically file an amended return, that won’t register as the amended date.
• Assigned Preparer / Assigned Reviewer: This column will display the people assigned to be the preparer/reviewer through the assignment feature in Calendar. The Return Status Schedule only looks at the return’s assigned preparer / reviewer. If there is a place on the form to enter preparer/reviewer information, that information will not be reflected in the Return Status Schedule (unless, of course, it just happens to coincide with the assignment).
• Payment Amount / Payment Method / Date Paid: These columns come directly from the Payment Request associated with that return.

Return Status Schedule by State ^!NEW

You may also view the information found in the Return Status Schedule on a state by state basis by going to the Return Status Schedule by State. This schedule is identical to the Return Status Schedule, but it may be more convenient to isolate the information you are looking for by state.