How do I check the status of my filings, and what do the status updates mean?

Checking the status of e-filed forms

1. Click on the E-file Center menu. 
2. Choose Status.
3. Place a checkmark next to the order number(s).
4. Click on Order Status Detail.  

Checking the status of e-filed forms using the E-file Center Status screen 

Select/Unselect an Order:  

• Click the check box next to the row in the list for an order or double-click the row in the list for an order.
• Use the Select All/Deselect All button to select/unselect all rows in the list.

Export to Excel Button:

• Click the Export to Excel button to allow saving of information in the Order Status grid to an Excel file.

Order Status Detail Button:

• Click the Order Status Detail button to display a report containing detailed information for each of the selected orders. The Order Detail report contains the Statuses of the selected orders including Payer and Recipient detail for Federal and State agencies. The report may be printed from this screen. After Previewing the report, you can print the entire report or just certain page(s).

Receipt Button:

• Click the Receipt button to display a receipt containing credit card payment information for each of the selected orders.

Invoice Statuses

• Invoice Pending - The order was never confirmed. The user must go to the E-file Center menu and select Delete Orders in Progress.  From here, select the order number and press Decline.  
• Declined Payment - Transaction declined by the user.
• Credit Card Declined - The user’s credit card was declined. The user must enter a new credit card to complete the payment and finish the transmission.
• Invoice Paid - The credit card company approved the charge and the order number has been released for processing.

Federal Filing Statuses

• Filing Received - Order number has been received by Yearli and is being processed.
• Filing Complete - The order number has been transmitted to the government and is pending.
• Filing Accepted - Order number has been officially accepted by the federal government agency.
• Filing Rejected - Order number has been rejected by the federal agency.

Printing & Shipping Statuses

• Queued For Recipient Printing - Recipient copies have been received for printing.
• Recipient Printing Complete - Recipient copies have been prepared for printing.
• Recipient Mailing Complete - Recipient copies have been mailed.
• Queued For Payer Printing - Payer copies have been received for printing.
• Payer Printing Complete - Payer copies have been prepared for printing.
• Payer Mailing Complete - Payer copies have been mailed.
• Payer Shipped to Return Address - Payer bulk shipment was returned due to an invalid ship-to address.  Shipment was resent to the return address.
• Payer Undeliverable - Payer bulk shipment address is invalid and cannot be shipped to any alternate addresses.
• Payer Archive CD Created - A CD containing PDF versions of the payer copies was created.
• Payer Archive CD Mailing Complete - A CD containing PDF versions of the payer copies was mailed.