Single Return

To check the e-file status of a single return, open the return and click on the Return Status tab.

Client Status Report

Run a report to see the status of one or more returns by following these steps.

1. Exit the return.

2. Click on Reports > Client Status (at the top right of the Drake Tax Online dashboard).

3. Select options to limit your results, or enter a single SSN in the SSN field.

4. Click Apply Filter.
   

   

5. The results will be displayed at the bottom of the window. You can sort the list by a column header or download the results as a CSV file.

6. To the right, select the [...] menu to display the Taxpayer Lookup window that shows transmission info, including the Submission ID.
   
   

EF Database

To access the Online EF Database from Drake Tax Online, from the year-specific tax return dashboard, click Tools > EF Database. This will redirect to the Drake Software Support website E-file Status Lookup report. To see the e-file status, follow these steps: 

1. Select the Tax year from the drop list.

2. Enter the taxpayer's last name, SSN, or EIN in the search box.

3. Click Search.

Other Online Reports

From within the Drake Software Support website, click Reports on the left to access additional report options.

Available Reports

• Add-on Fees

• E-file Status Lookup

  • Search by last name, SSN or EIN. Only information about the filer's return e-file status is displayed (for example, shows Federal 1040 Accepted 1/1/2026, Refund $200.00). More detailed return data is displayed when running the Returns report (below).

• Returns

  • Allows you to list pending, accepted, and rejected state and federal returns, as well as extensions. Queries can be limited to a date range, data can be sorted, and filters can be saved for future reference. Once the query is submitted, you can search by name and the results display more detailed information regarding transmissions. You can also choose to print the taxpayer results, including the submission ID, and get Form 9325 from this report.

• Bank Products

  • Queries can be limited to a date range, data can be sorted, and filters can be saved for future reference.

• Checks

  • Allows reporting on checks by check status (printable, pending, and cleared). Queries can be limited to a date range, data can be sorted, and filters can be saved for future reference.

• Fees

  • Reports on all of the fees (prep fees, bank fees, etc.) that are charged throughout a transaction. Reports may be filtered by fee type and by date.

• MOM

  • The MOM Menu is for Multi-Office Manager (MOM) reports. MOM is the online version of the Client Status Manager. It is designed for the multi-office environment and allows you to track the work flow of multiple offices, providing a snapshot of your entire business.

  Note  Companies with multiple EFINs that wish to use MOM must have an EFIN hierarchy configured and the individual offices must set the software to transmit CSM data (Setup > Options > EF tab; under Session Options, select Transmit return data to Drake for multi-office web reports, and click OK to save changes).

• Contact List Report

  • provides a contact list of your filed clients

• 94X Report

  • refers to 94x filings made from Drake Accounting

• ABC Voice File Download

  • is a component of software used to provide automated phone status reports for tax preparers (for more information, call Versicom at (937) 438-3700).

• Suppressed Returns

  • Any suppressed returns will be listed here.

• EF Summary

• Preparer Summary

• Zip Code Summary

• Returns Summary

• Returns by ACK Summary

• Reject Overview

• Protection Plus Enrollments

• Protection Plus Summary

Report Column Definitions

The following selections are available in online database reports. Not all selections are available for all reports.

Column Title	Description
Accts Paid	The number of federal individual return transmissions where some preparer fees were deposited
ACK Code	The status of the return
Ack Date	The date of the return acknowledgment as specified by the IRS/state
Acptd	The number of accepted federal returns
Acptd Fed	The number of accepted federal return transmissions
Acptd Pct	The percentage of federal individual return transmissions that were accepted that transmission
Add-On Fee	The add-on fee deposited for this return
Address	The address of the primary and secondary (if applicable) taxpayer(s)
Amount	The date when the ERO transmitted the return to Drake Software
Amount	The date when the ERO transmitted the return to Drake Software
AOF Accts Paid	The number of federal individual return transmissions where fees were paid and add-on fees were completely paid
AOF Under Funded	The number of federal individual return transmissions where fees were paid and add-on fees were not completely paid
Avg Fee	Average Fees deposited, calculated by dividing Fees Deposited by Accounts Paid
Avg Refund	The average refund amount for accepted or rejected federal return transmissions
Avg Refund	The average refund of the above returns
Bank	The number of accepted federal return transmissions with an associated bank product
Bank Acptd	The number of accepted federal returns with accepted bank products
Bank Pct	The percentage of the accepted federal individual return transmissions with an associated bank product
Bank Pct Acptd	The percentage of accepted federal returns with bank products that Prep Avg Fee accepted bank products
Bank Product	The current bank product associated with the return
Bank Total	The number of accepted federal returns with bank products
Bill Total	The bill total of the return
Bill Total	The Bill Total of the return
Cell Phone	Cell Phone Number
City	City
Clear Date	The date when the bank cleared the check
Current Type	The type of bank product offered
DCN	The Declaration Control Number
DD Date	The date when the preparer fees for this return were deposited
Deposits	The total amount deposited thus far for this bank product
EFIN	The Electronic Filing Identification Number
Email Address	The email address of the primary taxpayer
Fees	The sum of the preparation fees, document preparation fees, and e-filing fees
Fees Dpstd	The sum of the deposited preparers' fees
Hide Return	Hide return from search results
Last 4 SSN	The last four digits of the primary taxpayer's Social Security Number
Loan Status	The status of the bank product
Name	The name(s) of the primary and secondary (if applicable) taxpayer(s)
Number	Check Number
Number	The check number
Original Type	The type of bank product requested
Pct Acptd	The percentage of the Total Returns that were accepted
Pending	The number of pending federal returns that were not accepted in the specified date range
Phone 1	Phone 1 number
Phone 2	Phone 2 number
Potential Rev	Potential Revenue, calculated by multiplying Average Fee by Number Accepted
Prep	The Preparer ID
Prep Accts Paid	The number of accepted federal returns with preparers' fee deposits
Prep Acptd Pending Total	The sum of preparation fees, document preparation fees, and e-filing fees for accepted and pending federal returns
Prep Acptd to Pending	The percentage of preparers' fees associated with accepted federal returns versus the preparers’ fees associated with accepted and pending federal returns
Prep Avg Fee	The average preparation fee, calculated by dividing the Prep Total by the Bank Total
Prep Dpstd	The sum of preparers' fees deposits associated with accepted federal returns
Prep Fees	The sum of the deposited preparers' fees
Prep Pending Total	The sum of the preparation fees, document preparation fees, and e-filing fees associated with pending federal returns
Prep Total	The sum of preparation fees, document preparation fees, and e-filing fees for accepted federal returns
Preparer Fees	The preparers fees deposited for this return
Print Date	The date when the check was printed
Prior Number	The number associated with the prior check if this check is a reprint
Ratio	The percentage of the hierarchy’s deposited preparers' fees that this preparer received
Ratio	The percentage of the hierarchy’s total refund that this ZIP code receives
Record Type	The record type of the return: 0 - Fed individual (1040-type) 1 - State individual (includes state individual extensions) 2 - No longer used 3 - Federal extensions 4 - Fed and state business 5 - FBAR/FinCen
Refund Amount	The refund amount of the return
Refunds	The sum of the refunds
Reject Code #1	The reject code for the return
Reject Code #2	The second reject code for the return
Reject Code #3	The third reject code for the return
Reprint Count	The number of times the authorized check disbursement has been reprinted
Returns	The number of returns
Rjctd	The number of federal returns that were not accepted in the specified date range
Service Bureau Fees	The service bureau's fees deposited for this return
SSN Last 4	The last four digits of the primary taxpayer's Social Security Number
State	State
Tax Year	The tax year of the return
Total	The total number of federal individual return transmissions that were accepted or rejected
Total Returns	The total number of federal returns transmitted
Trans Date	The date when the ERO transmitted the return to Drake Software
Transaction Date	The date when the ERO transmitted the return to Drake Software
Type	The type of return
ZIP	ZIP code

IRS Acceptance Alert

Beginning in Tax Year 2025 (TY25), the IRS has implemented a new alert system for federal returns only.

A return submitted from your account may be accepted by the IRS with an associated alert. These alerts provide important information regarding IRS processing updates and do not indicate a rejection.

The new IRS acceptance alerts may include information about the following:

• Dependent Already Claimed - The IRS is accepting returns that include a dependent who has already been claimed on another filed return. This situation will no longer result in a rejection. Instead, it will be noted as an alert upon acceptance.

• Paper Check Refund Delays - Refunds issued without bank routing and account numbers (paper checks) may experience delays. Taxpayers who choose to receive a paper check should expect extended processing times.

To see the IRS acceptance alert for a return, follow these steps.

1. Log into the Drake Software Support website.

2. Click Reports and select Returns on the left-side menu.

3. Toggle the Alerts option under the Report Filters.
   

   
   

4. Click Search.

5. The IRS alert will be displayed. The following example shows a return that was accepted by the IRS but did not include any direct deposit information.
   
   

No Access Message

If a user does not have permission to access a report, they will still see it on the Report menu, however, they will get the following message when they attempt to select it:

"You do not have access to this report. Please contact your administrator for assistance."