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How to Read the Season Summary Chart

Understanding The Season Summary Chart

 

Step 1

Confirm you are logged in – you should be brought to the Dashboard page and you can see the welcome message in the top right hand corner.

 

 

Step 2   Understanding Form Status

Forms Submitted: This is updated when the IRS receives the forms.  These forms can be found in the filed forms page.  These would be the recently submitted forms. This does not mean that the IRS/SSA has yet accepted the form.  

 

Forms Accepted by Agency: These are the forms the IRS/SSA has responded back with an Accepted status. The process is complete for these.

Recipient Copies Mailed: Once the recipients copy is printed this is updated when the form is received by the post office.

Recipient Accepted E-Delivery: This shows the number of recipients if you selected Efile and Delivery that have accepted their electronic copy of the form. Further details of the E-Delivery can be viewed by clicking the Order History tab and then the E-Delivery Status sub tab.  

 

E-Delivery Status: This will show list of recipients that the email was sent to with the date it was sent and the date the recipient accepted. This is only for the recipient copy. It does not pertain to the actual Efile of the form.

 

 

E-File Credits: Available/Total : This will show the number of credits you have left and the amount total you purchased for the filing option of Efile Only.

 

E-File, Print & Mail credits: Available/Total : This will show the number of credits you have left and the amount total you purchased for the filing option of Efile, Print & Mail.

 

Print & Mail credits: Available/Total : This will show the number of credits you have left and the amount total you purchased for the filing option of Print & Mail only.

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