How to find the status of a Bank application in the program
SUMMARY
This article explains how to look up information on a client’s Bank product application from within the program.
MORE INFORMATION
- Open the program and log in.
- From the initial WIP screen, click on the Quick button on the top bar.
- On the Query Return Status window that opens, enter the desired SSN and press the Search button.
- A screen will open showing the current filing status of the federal and state return(s). Click on the Bank Application tab to see the bank application status for this return.