Wednesday, February 11, 2009

Posting Individual Return status on the Web

After returns are e-filed at VITA sites, there are processes in place to contact the taxpayer to get it resolved, with no process in place to inform the taxpayer if the return is accepted. Some sites mail out 9325 acknowledgements to advise their clients that their returns have been accepted. However, look at it from the point of view of the taxpayer. How can they be sure that the return has been filed and accepted, and would it be possible that their return has been lost and/or ignored?

At the same time, what are the alternatives? We could place priority on getting out the 9325s, or inform the taxpayer by email when the return is accepted. At one site, a simple solution provides the status of the Federal and State returns accepted or rejected, with a return code that is made available to the taxpayer when the return is prepared. That way, the taxpayer can look up the information without having to login, enter multi-charactered passwords correctly, or worry about cookies or popups. The link to the return is on the home page of

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