Friday, March 6, 2009

How to provide details on error rejects?

Recently, one of our Relationship managers requested a summary of reasons of rejection. One way is to scratch the head, especially if the rejects are spread out over 3 weeks. Another is to go back and reconstruct how you did this by reviewing the rejected returns which had been accepted.

However, a simple way is to look at all the IRS acknowledgements reports at once. When you select the option with all the reports, TaxWise creates a report with a summary of all the returns accepted and rejected during the period of the reports, and then prints the errors (most of the time) and details on the subsequent pages. The report can be saved to a pdf or Excel xls file, or physically printed out on a printer.

That would also be a good way to obtain help from the Relationship manager if you can't resolve any problems on your own, and will let you check that your records on the number of returns agree with the UTS summary records that the IRS gets.

Any additional thoughts on the matter?

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