In TaxStatus, Households are defined as any two people who file jointly, their dependents, businesses, trusts, and estates.
A household is active if at least one member of the household has records available to you during your contract year.
To find all the households in your system, visit Settings >> System Reports
The Active Households Report details the Households in your system. It has several tabs to help you determine your current usage.
HH Counts tab - Provides counts of your total households, the Active Households during the current contract term, and Taxpayers not assigned to a Household.
Active HH tab - Details each household that has been active during the current contract term. Each of these counts towards your usage for the current year.
Unassigned Taxpayers tab - Lists each taxpayer in your system who has not been assigned to a household. If they have data available, they count as a unique household towards your usage.
HH By Taxpayer tab - Each taxpayer is listed on a separate line and identifies the household to which they belong. You can also see if they have signed consent and if data is available.
Total HH tab - Lists all households in your TaxStatus portal and shows if they have been activated or not.