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Level 2
May 15, 2023
Question

total returns filed for my efin

  • May 15, 2023
  • 3 replies
  • 26 views

I'm truying to get a list of all returns filed trough my efin so i can check to ensure no one else if filing via my efin. Speaking with proseries agent, they can only tell me total # of efiled transactions, they dont want to release breakout of last 4 socials and zip or something along those lines so i can compare my date with what was actually efiled. I'm not sure why its such a difficult request that proseries doesnt have it readily availble for companies as control check of all filed returns. Any thoughts of how i can get that info?

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3 replies

Just-Lisa-Now-
Intuit Community Champion
May 15, 2023

I know your PTIN account will show how many returns were filed under your PTIN, not sure if your EServices account will give a total per EFIN or not.  

Maybe a call to EServices would give you what youre looking for?

 

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
cpalazarAuthor
Level 2
May 15, 2023

I think i tired that and they sisnt have that info, would think it should be easily available for each ptin as part of controls

Just-Lisa-Now-
Intuit Community Champion
May 15, 2023

If youre looking for a list of returns that were filed by you vs what IRS received from you, you wont find that.  You'll only see a total number.

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
BobKamman
Level 15
May 15, 2023

The "IRS Tax Professional PTIN System" will tell you how many returns they have processed with your PTIN this year.  However, the count is seriously delayed for any paper returns filed by you, or anyone else.  

cpalazarAuthor
Level 2
May 15, 2023

My issue is not number of returns, its reconciling returns filed per IRS vs my software

Level 2
November 16, 2023

You can view the total YTD # of returns filed using your EFIN through your E-Services account.  Here are the steps to take:

Log in to E-Services > Choose 'Access E-file Application' > Click on the eye under View/Edit > Choose 'EFIN Status' (with the thick green underline under it in the top menu of options)

This will show how many of each type of return has been filed.  And it'll also show how many were accepted or rejected.

Hope this helps!