Mark taxpayers and loans as processed.
Mark taxpayers and loans as processed.
Scroll to the taxpayers who no longer need immediate attention. Click the red dots in the Processed Column.
On the right side of the Transcripts page, click on the red circle under Loans.
This taxpayer will then be marked as Processed (showing User and Date).
If all members of a loan are processed, the loan will disappear from your home page.
Why did my entire loan disappear?
Why did my entire loan disappear?
If all members of a loan are processed, the loan will disappear from your home page.
You can easily find it again using the search bar.
Find a loan that has been processed.
Find a loan that has been processed.
Easily find processed loans by using the Search Bar on your TaxStatus Home Page.
How do I un-process a loan?
How do I un-process a loan?
If you would like a loan to reappear on the home screen, unprocess at least one member of the loan.
Use the search bar to find the loan.
Click on the processed date for one taxpayer.
It will now appear on your home page.
A loan that is processed counts towards your Active Loan usage. It is simply removed from your home page.
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