How to Check the Status of Filings, and What 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 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.