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
