Checking Client Status

Online · Written guide Content date November 3, 20251 min read

On this page

Client Status in Tax Processors Plus Online gives you important information about a tax return such as:

The status of federal and state transmissions.
The status of the bank product, if utilized.
The return's access history, including who worked on the return and the resulting changes to the AGI, the refund or balance due, and preparation fees.

There are two ways to access Client Status from the Welcome page in Tax Processors Plus Online:

From the left side menu

Select Client Status in the left side menu. This will open a separate window.
Click on the info icon next to the taxpayer's name.
When finished reviewing the information, click the CANCEL button at the top.

Select Client Search.
Locate the taxpayer.
Click the Tools dropdown menu.
Select Client Status.
When finished reviewing the information, click the CANCEL button at the top.

Additional Information:

Client Status Information