How can we help you?

Track unfunded returns with Unfunded Listing report

The Unfunded Listing report is another valuable report for managing unpaid preparation fees.

What Does This Report Show?

  • Comprehensive list of taxpayers whose refunds have not been funded
  • IRS ACK Date for each return
  • Total days count showing how long it has been since the return was submitted without funding

How It Helps You:

  • Identify cases requiring follow-up
  • Prioritize actions to secure payment of your fees
  • Gain visibility into delays in funding
  • Quick Tip: Use the "Days Count" column to target returns that have been unfunded the longest
Was this article helpful?
0 out of 0 found this helpful