Quick View Reports

The Quick View Reports feature allows a firm to identify clients who have yet to access their returns and/or failed Knowledge-Based Authentication for easier follow-up.  You may access this option in your Delivered and Archived Reports.

 Note:

There is no option to build or customize the Quick Review Reports. Only two reports exist at this time.

Accessing Quick View Reports

1. Navigate to Delivered or Archived Returns.
2. Click the Quick View Reports button next to the refresh icon.
3. Select which report to generate. 

Link Not Accessed

1. Select a Link Status option to filter the report.
   
   • Not Accessed by Taxpayer
   • Not Accessed by Spouse
   • Not Accessed
2. Filter the report further using the other column headers.
3. Click Export to download the report. 

Knowledge-Based Authentication (KBA) Failed

1. Select a KBA Status option to filter the report.
   • Taxpayer Failed
   • Spouse Failed
2. Filter the report further using the other column headers.
3. Click Export to download the report.