Tax & Accounting Blog

Check the Status of Your Clients’ Refunds in UltraTax CS

CS Tax & Asset Management Solutions March 5, 2014

With 2013 UltraTax CS, you can easily check the status of your 1040 clients’ refunds. 

Simply access the UltraTax CS Home Page, click the Client Profiles link in the left pane, and then click the Details link next to the applicable client to expand information about the client. Click the Return Information link (displayed below), and then click the Where’s my refund? link to access the IRS Refund Status Page to view the status of a client’s refund. In the IRS page, you’ll need to enter certain identifying information to obtain a refund status. 

Note: This feature is available only for 1040 returns receiving a refund. 

UltraTax CS Return Information Link

More Info?
Refer to IRS Publication 2043, IRS Refund Information Guidelines for the Tax Preparation Community, for more info on how you can track the status of your clients’ refunds. The former version of IRS Publication 2043 was titled “Refund Cycle Chart” and provided estimated dates for a mailed paper check or direct deposit based on the acceptance date of an electronic file. The current version directs taxpayers to the IRS Where’s My Refund site. Learn more at http://www.irs.gov/Refunds.