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Activity Tab

See IRS events across your portfolio of clients

Updated over 2 months ago

Visit the Activity tab at the top of your TaxStatus portal.

Default View

The default view provides tabs showing the most current and future activity (if applicable). For each taxpayer, you can see the

  • taxpayer name

  • total balance due (if any) based on the time period of information collected

  • the filing period, IRS form type, and cycle impacted by the activity

  • the date (including future dates) logged by the IRS for the activity

  • any dollar amount paid/credited/refunded.

At the far right, you can view a pdf of the transcript where the activity appears.

View Details for a Taxpayer

Clicking on a taxpayer's name will open detailed activity for that person/business.

You can also access details for a specific taxpayer by choosing the Activity column from your home page.

Filter by Activity types

To narrow the activity items showing, choose the Activity types dropdown. Check the topics of interest, and Apply filter.

The results will show all relevant tax years on the tabs.

You can also use the filters when viewing a specific taxpayer's detail to focus on the specific events of interest.

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