Account Hub Client Status

Tax Processors Plus or Tax Processors Plus Online users can check the status of their clients' e-filed tax returns on the web via their Account Hub.

The first step is to log in to Account Hub here.

Next, click the 9-square App Switcher menu in the top right corner of the page next to your Account Hub username, then select Client Status:

At the Client Status website, click Lookup Tax Returns.

In the Customer Lookup window, first indicate the type of return and the tax year:

• Return Type - This is a button, showing either
  
  Individual orBusiness
  Click the button to toggle between them.
• Tax Year - The current tax year is selected by default. Click to change to a prior year if needed.

Individual - There are five ways to search for an individual tax return. Enter the information needed for each way, then click the green Search button:

• EFIN + 4 SSN - Enter your EFIN, and in the next field enter the last four digits of the SSN.
• Last Name - Enter the last name and click the desired return in the resulting list.
  (This field is not case sensitive, so you can type upper- or lower-case.)
• Primary SSN - Enter the 9-digit taxpayer SSN.
• Submission ID - Enter the 20-digit submission ID number.
• Return ID - For Tax Processors Plus Online returns only, enter the 32-character Return ID.

Business - There are three ways to search for a business return. Enter the information needed for each way, then click the green Search button:

• EFIN + 4 EIN - Enter your EFIN and the last four digits of the EIN.
• EIN - Enter the 9-digit EIN.
• Submission ID - Enter the 20-digit submission ID number.

When finished entering the information about the return you wish to examine, click the green Search button. If a matching return is found, you'll see a link to it. Click the link to show the return's filing status and other information.

If you need to print the information to paper or PDF, right-click the web page and choose "Print...", and select the destination as appropriate.