The SSN Listing Report is designed to give tax professionals a complete view of all taxpayers who have processed a tax-related product through your site during the filing season.
- View a comprehensive list of taxpayers associated with your EFIN or site
- Check the status of each return, including whether it has been acknowledged by the IRS
- Monitor the date each return was created and its funding status
- See the refund amount, disbursement method, and whether the taxpayer received an advance
- Track the status of any checks issued, including whether they’ve been printed or cashed
- View the last four digits of any ACH bank account used for direct deposit
Example scenarios
| Example | Scenario | How to Use It |
| Emily XXXX (first Row) | The taxpayer's tax refund has an Acknowledgment from the IRS on 01/15/2026 and expected tax refund of $8,510.00 | Find the acknowledgment date in the “IRS ACK Date” column
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Report illustration