Year-to-Date

To get a list of state returns that have been accepted through today's date, follow these steps:

1. Go to Reports > Reports Manager.

2. In the list of reports, click EF/Bank Reports to expand the list.

3. From the list, click EF Status & Tracking to expand the list again.

4. Select State Returns Accepted.

5. Click View Report.

6. Answer Yes to the prompt to create a report using current data.

7. The Basic Search Conditions window opens. Edit return types, if needed, then click Continue.

8. The report is displayed. Click Export to open the client list in Excel and further sort as needed.

Pre-Filter

To get a list of state returns that have been accepted for a specific date range, follow these steps:

1. Go to Reports > Reports Manager.

2. In the list of reports, click EF/Bank Reports to expand the list.

3. From the list, click EF Status & Tracking to expand the list again.

4. Select State Returns Accepted.

5. Click Edit Report

6. Add any necessary columns, if needed. Click Next.

7. Under Filter Selection, click Edit Filters.

8. Under Additional Search Conditions for the Selected Filter, click Add Condition.

9. On the Filter Changes prompt, click Copy.

10. Enter a filter name - for example "State Accepted by Date."

11. Keyword Name choose Ack Date - State.

12. Comparison choose is on or before (or other comparison range as needed).

13. Value date as MMDDYYYY.

14. Click OK.

15. Click Save

16. Click Save again.

17. Click View Report.

18. Answer Yes to the prompt to create a report using current data.

19. The Basic Search Conditions window opens. Edit return types if needed, then click Continue.

20. The report is displayed. Click Export to open the client list in Excel and further sort as needed.

Related Links

Drake Tax - Standard Reports: Pending, Rejected, and Accepted

Drake Tax - Reports - Basic Search Conditions